Financial Cents + Jotform

Update contacts in Financial Cents when new submissions happen in Jotform

Optimize your workflow and stay updated with the help of this automation. Every time a new submission happens in Jotform, the contact information gets updated in Financial Cents. This ensures your client info stays current and improves the efficiency of your finance operations. No manual entry is required, saving you time and effort in managing your client details.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Update Contact
Update an existing contact, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Client
Triggers when a new client 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
- NameRequired
Action
Search

- TitleRequired
Action
Search
- Contact NameRequired
- Client IDRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- NameRequired
Action
Search
- NameRequired
- Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write

About Financial Cents

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

Related categories

Project Management

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more