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Financial Cents + GoProposal

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.

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...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Financial CentsFinancial Cents
    Create Client

    Creates a client in Financial Cents.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Client IDRequired

    • Contact NameRequired

    • 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
    • Display NameRequired

    • Contact Name

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    Action
    Write
    • TemplateRequired

    • Client

    • Zapier Date

    Action
    Write
financial-cents logo
financial-cents logo

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Related categories

  • Project Management
goproposal logo
goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more