Connect Financial Cents and Zapier Interfaces to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Financial Cents with Zapier Interfaces - no code necessary. See how you can get setup in minutes.
Select a trigger from Financial Cents
A trigger is an event that starts your Zap and runs the workflow. For example, with Financial Cents, a trigger could be "New Client."
Setup an action from Zapier Interfaces
An action is what takes place after the automation is triggered. For example, with Zapier Interfaces, the action could be "Create User."
That’s it! You just connected Financial Cents to Zapier Interfaces
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- 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 IDRequired
- Zapier Date
ActionWrite- Contact NameRequired
ActionSearch
- 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- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite- Contact NameRequired
ActionSearch
Learn how to automate Zapier Interfaces on the Zapier blog
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