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Financial Cents logoFinancial Cents logo
GoProposal logoGoProposal logo
Financial Cents logoFinancial Cents logo
GoProposal logoGoProposal logo

Financial Cents + GoProposal

Financial Cents + GoProposal

Financial Cents + GoProposal integrations

Create new client in Financial Cents when proposal is won in GoProposal

This integration helps by automatically creating a new client in Financial Cents when the client accepts a proposal in GoProposal. You will never have to manually create a new client again.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is won.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a client in Financial Cents.
    ActionWrite
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More things you can do with GoProposal and Financial Cents

Discover other triggers and actions you can use with GoProposal and Financial Cents

  • GoProposal triggers, actions, and search
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    Proposal Won

    Triggers when a proposal is won.

    Trigger
    Instant
    Try It
  • Financial Cents triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
  • GoProposal triggers, actions, and search
    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
  • Financial Cents triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Display Name
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    Action
    Write
    • Template
      Required
    • Client
    • Zapier Date
    Action
    Write
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financial-cents logo
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
HelpHelp
Related categories
Project Management
goproposal logo
goproposal logo
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
HelpHelp
Related categories
Proposal & Invoice Management