In this article, we will show you how to use Zapier to automatically create a client & work 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 Zapier Automation
Use this Zapier template to help set up this automation.
Template Settings
As mentioned in the video, to ensure the work created with this automation has the proper due dates, start dates, recurring schedules, and team members assigned, you need to set up your template settings.
Here is a guide on how to set up your template settings inside Financial Cents.