All Collections
Integrations
Zapier
Integrate Cognito Forms with Financial Cents
Integrate Cognito Forms with Financial Cents

How to automatically create a client in Financial Cents when a Cognito Form is completed

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 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

Did this answer your question?