Zapier Integration
Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

This feature is part of the Scale Plan. Upgrade anytime.

The Zapier Integration allows you to integrate Financial Cents with over 5,000 other apps to keep data in sync across your tech stack. For example, right now, you can do things like automatically:

  • Create a client in FC after a signed proposal

  • Add a client to all the other apps in your tech stack after it is created in Financial Cents

  • Create folders in your document management system after a client is created in Financial Cents

This is just the beginning! We will be adding other actions like creating work in FC, updating the status of client work, adding/updating client fields and notes, etc.

To set up the Zapier integration:

  1. Go to Zapier

  2. Search for Financial Cents

  3. Start creating the Zap

Also, below are a few guides I created on how to integrate your tech stack with Financial Cents through Zapier and ultimately automate admin work:

Signed proposal to a new client in FC

Automatically create a client in Financial Cents after a signed proposal or completed form:

New client in FC creates new folders in DMS

Automatically create folders in your document management system after creating a new client in Financial Cents

Sync FC clients with other apps in your tech stack

Automatically create a client to other apps in your tech stack after creating a new client in Financial Cents:

  • Liscio (guide coming soon)

  • Keeper (guide coming soon)

  • Live Plan (guide coming soon)

  • Receipt Bank (guide coming soon)

  • Hubdoc (guide coming soon)

New client in FC to adds new contact to newsletter

Add client to mt newsletter/email list after created in Financial Cents

  • Mailchimp (guide coming soon)

  • ConvertKit (guide coming soon)

CRM new client to new client in FC

  • Hubspot (guide coming soon)

  • Salesforce (guide coming soon)

  • Insightly (guide coming soon)

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