Financial Cents + Proposify
Generate clients in Financial Cents when new proposals are won in Proposify
This integration automatically creates a client in Financial Cents when the client accepts a new proposal in Proposify. Set up this handy Zap so your team never has to create a new client manually again.
This integration automatically creates a client in Financial Cents when the client accepts a new proposal in Proposify. Set up this handy Zap so your team never has to create a new client manually again.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Client
Creates a client in Financial Cents.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Related categories
About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.