Financial Cents + Squarespace Forms
Create new Financial Cents clients from new Squarespace Forms form submissions
Easily consolidate new client information from Squarespace Forms form submissions into Financial Cents. This workflow takes every new form submission received in Squarespace Forms and creates a corresponding client profile inside the Financial Cents platform. By streamlining this process, you'll save time, reduce the risk of errors, and focus more on providing great financial services. Perfect for finance professionals looking for a seamless way to manage client onboarding.
Easily consolidate new client information from Squarespace Forms form submissions into Financial Cents. This workflow takes every new form submission received in Squarespace Forms and creates a corresponding client profile inside the Financial Cents platform. By streamlining this process, you'll save time, reduce the risk of errors, and focus more on providing great financial services. Perfect for finance professionals looking for a seamless way to manage client onboarding.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Client
Creates a client in Financial Cents.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItNew 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
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
