In this article, we will show you how to use Zapier to automatically create a client in Financial Cents when a Cognito Form is completed.
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 New Entry event for the Cognito Forms trigger
Step 2: Select the form in Cognito Forms that will trigger the new client to be created in Financial Cents when completed
Step 3: Select Financial Cents as the next Action and then Create Client as the event.
Step 4: Select the information you want to pull from the Cognitio Form to create the client in Financial Cents.
Step 5: Test & Publish the Zap