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Proposify Legacy logoProposify Legacy logo
Financial Cents logoFinancial Cents logo
Proposify Legacy logoProposify Legacy logo

Financial Cents + Proposify Legacy

Financial Cents + Proposify Legacy

Financial Cents + Proposify Legacy integrations

Generate clients in Financial Cents when new proposals are won in Proposify Legacy

This integration automatically creates a client in Financial Cents when the client accepts a new proposal in Proposify Legacy. Set up this handy Zap so your team never has to create a new client manually again.

  1. When this happens...
     logo
     logo
  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 Financial Cents and Proposify Legacy

Discover other triggers and actions you can use with Financial Cents and Proposify Legacy

  • Financial Cents triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Display Name
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    Action
    Write
    • Template
      Required
    • Client
    • Zapier Date
    Action
    Write
    • Name
      Required
    Action
    Search
    • Client ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Contact ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Name
      Required
    Action
    Search
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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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