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