In this article, we will show you how to use Zapier to automatically create a client and a project 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 Zapier Automation
This video shows how to set it up with Typeform. However, the steps are exactly the same for Cognito Forms. The only difference is that you will select Cognito Forms as the trigger at the beginning of the setup process.
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.