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.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!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
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite
- FormRequired
ActionWrite- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
ActionWrite- TemplateRequired
- Client
- Zapier Date
ActionWrite
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Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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