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Enable Integrations or automations with these events of Financial Cents and delivra
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn MoreDelivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!
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