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Integrate GoProposal with Financial Cents
Integrate GoProposal with Financial Cents

How to automatically create a client in Financial Cents when a GoProposal Proposal is signed/won

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 GoProposal Proposal is signed/won.

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 Won event for GoProposal

Step 2: Select Financial Cents as the Action and Create Client as the Event.

Step 3: Select the information you want to pull from the GoProposal proposal to create the client in Financial Cents.

Step 4: Test & Publish the Zap

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