Create project in Financial Cents, find client in Financial Cents, and send email in Gmail

Create new projects in your project management tool when proposals are accepted in Ignition. Match client details from Financial Cents and notify your team via Gmail for faster onboarding and improved communication.

Create project in Financial Cents, find client in Financial Cents, and send email in Gmail

Workflow preview:

Zap details:

Overview

Create new projects in your project management tool when proposals are accepted in Ignition. Match client details from Financial Cents and notify your team via Gmail for faster onboarding and improved communication.

Create project in Financial Cents, find client in Financial Cents, and send email in Gmail