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Enable Integrations or automations with these events of Financial Cents and sharebuilders
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 MoreShareBuilders simplifies media sales with data-driven strategies, activity tracking, and inventory management. Empower your team and grow revenue with our expert tools.
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