Financial Cents + Gmail integrations
Create new Financial Cents clients from new Gmail conversations
Manage your correspondence and finances effortlessly with this streamlined workflow. When a new conversation starts in Gmail, it immediately results in a client being created in Financial Cents. This seamless process saves time, enhances client management and eliminates the chances of missing important conversations in your financial operations. Tailored for financial professionals, this workflow brings improved efficiency and accuracy.
- When this happens...New ConversationTriggers when a new email conversations begins in your inbox.
- automatically do this!Create ClientCreates a client in Financial Cents.
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- 14 day trial for premium features & apps
More things you can do with Gmail and Financial Cents
Discover other triggers and actions you can use with Gmail and Financial Cents
- Label or mailbox
- Search keywords
Try ItTriggerPolling- Label or mailboxRequired
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling- New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerPolling
- New Label
Triggers when you add a new label.
Try ItTriggerPolling - Label or mailboxRequired
Try ItTriggerPolling- Search keywordsRequired
Try ItTriggerPolling- Label/Mailbox
Try ItTriggerPolling
Related categories
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.






