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Financial Cents logoFinancial Cents logo
Gravity Forms logoGravity Forms logo

Financial Cents + Gravity Forms

Financial Cents + Gravity Forms

Financial Cents + Gravity Forms integrations

Create new Financial Cents clients from new Gravity Forms submissions

Transform your form submissions into seamless client creation with this workflow. The moment a form is filled out in Gravity Forms, this automation creates a new client in your Financial Cents app. It’s an efficient way to transfer information and keep your client records up to date. Make this process effortless and save valuable time in your client management procedures.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a client in Financial Cents.
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More things you can do with Gravity Forms and Financial Cents

Discover other triggers and actions you can use with Gravity Forms and Financial Cents

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
  • 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
    • Form
      Required
    Action
    Write
    • 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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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Related categories
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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