Financial Cents + Gravity Forms
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.
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 Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Creates a client in Financial Cents.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
FormRequired
New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
