Cognito Forms + Financial Cents

Cognito Forms + Financial Cents integrations

Create new Financial Cents clients from new entries in Cognito Forms

When a new entry is added in Cognito Forms, streamline your workflow by creating a client in the Financial Cents app. This automation ensures no delay in processing important data and keeps your client list up-to-date in real time. Improve efficiency by letting this workflow handle the manual work.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create ClientCreates a client in Financial Cents.
ActionWrite

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More things you can do with Cognito Forms and Financial Cents

Discover other triggers and actions you can use with Cognito Forms and Financial Cents

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

- Client ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- Template
  Required
- Client
- Zapier Date
Action
Write
- Name
  Required
Action
Search
- Title
  Required
Action
Search
- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

HelpHelp

Related categories

Project Management

Related Zap Templates

Create new client in Financial Cents when form is submitted in Cognito Forms

Create projects in Financial Cents when new Cognito Forms are completed