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.
- When this happens...
- automatically do this!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
- 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- 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- NameRequired
ActionSearch
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