Connect Clearstream and Financial Cents

Both apps 29Clearstream 12Financial Cents 17

• Trigger
  New Incoming Text

  Triggers when a new incoming text is received in your Clearstream account.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to your Clearstream account.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber in your Clearstream account.

• Action
  Create List

  Creates a new subscriber list in your Clearstream account.

• Action
  Create Tag

  Creates a new tag in your Clearstream account.

• Action
  Get Subscriber

  Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags.

• Action
  List Lists

  Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status.

• Action
  List Tags

  Returns the tags in your Clearstream account, optionally filtered by name.

• Action
  Opt-Out Subscriber

  Opts a subscriber out of your Clearstream account so they no longer receive texts.

• Action
  Remove Subscriber From List

  Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account.

• Action
  Send Text to Number

  Sends a one-to-one text message to a single mobile number from your Clearstream account.

• Action
  Update Subscriber

  Updates an existing Clearstream subscriber's name, email, lists or tags.

• Trigger
  New Client

  Triggers when a new client is added in Financial Cents.

• Trigger
  New Contact

  Triggers when a new contact is added to a client in Financial Cents.

• Trigger
  New project

  Triggers when a new project is created in Financial Cents.

• Action
  Create Client

  Creates a new client in Financial Cents, optionally with a primary contact person.

• Action
  Create Contact

  Creates a contact person under a client in Financial Cents and returns the new contact.

• Action
  Create Project

  Creates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.

• Action
  Delete client

  Deletes a client from Financial Cents.

• Action
  Delete contact

  Deletes a contact from Financial Cents.

• Action
  Find Client

  Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.

• Action
  Find Contact

  Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.

• Action
  Find projects

  Finds projects whose title matches the search text, returning the matching projects and the first match's id.

• Action
  Find Template

  Finds project templates whose title matches the text you give.

• Action
  Find users

  Finds users on your Financial Cents team whose details match the search terms.

• Action
  Get client

  Returns a single client by its id, including the client's contacts.

• Action
  Get contact

  Returns a single contact by its id, including its name, email and associated clients.

• Action
  Update client

  Renames an existing client in Financial Cents and returns the updated client record.

• Action
  Update Contact

  Updates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.