Process new form submissions in Cognito Forms, find or create clients in Financial Cents, and create projects
Process new form submissions in Cognito Forms, find or create clients in Financial Cents, and create projects
Process new form submissions from Cognito Forms to create or update client records in Financial Cents and initiate projects based on the provided information, ensuring faster onboarding and improved project management.
Workflow preview:
Zap details:
Overview
Process new form submissions from Cognito Forms to create or update client records in Financial Cents and initiate projects based on the provided information, ensuring faster onboarding and improved project management.