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Integrate Ignition with Financial Cents
Integrate Ignition with Financial Cents

How to automatically create a client in Financial Cents when a Ignition (Practice Ignition) proposal is signed

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

In this article, we will show you how to use Zapier to automatically create a client in Financial Cents when an Ignition Proposal is signed.

If you don't have a Zapier account, integrate Financial Cents with over 5,000 apps by going to Zapier.

How to set up the Zap

Step 1: Select the Proposal Accepted event for the Ignition trigger.

Step 2: Select Financial Cents as the next action and Create Client as the event.

Step 3: Select the information you want to pull from the Ignition proposal to create the client in Financial Cents.

Step 4: Test & Publish the Zap

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