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 & their work 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
To set up the Zapier integration:
Go to Zapier
Search for Financial Cents
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:
A signed proposal creates a new client & work in FC
Automatically create a client & work in Financial Cents after a they sign your proposal
A completed form creates a new client & work in FC
Automatically create a client & work in Financial Cents after a a client fills out a form
A 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
Sharepoint (Coming Soon)
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)