17hats + Financial Cents
Create clients in Financial Cents from new contacts in 17hats
Streamline your workflow with this time-saving solution. When a new contact is added in 17hats, this automation creates a client in your Financial Cents system. It provides an effective way to keep your client list up-to-date across both platforms, saving you from manual data entry and ensuring accuracy and efficiency in your financial management process.
Streamline your workflow with this time-saving solution. When a new contact is added in 17hats, this automation creates a client in your Financial Cents system. It provides an effective way to keep your client list up-to-date across both platforms, saving you from manual data entry and ensuring accuracy and efficiency in your financial management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a client in Financial Cents.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Client
Triggers when a new client is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Contact
Triggers when a new contact is created.
Try It
