Connect Common Room and Financial Cents

Both apps 30Common Room 13Financial Cents 17

• Trigger
  Custom Fields List

  Triggers when a new contact custom field is added to the Common Room community.

• Trigger
  Segment Status List

  Triggers when a new status is added to the selected Common Room segment.

• Action
  Add Activity From Third Party Source

  Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.

• Action
  Add Common Room Contact to Segment

  Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.

• Action
  Add Organization From Third Party Source

  Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.

• Action
  Add or Update a Contact Custom Field

  Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.

• Action
  Add tag

  Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.

• Action
  Delete tag

  Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.

• Action
  Get tag

  Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.

• Action
  List activity types

  Returns every activity type defined in your Common Room community, with its id and display name.

• Action
  List segments

  Returns all segments in the Common Room community, with each segment's id and name.

• Action
  List tags

  Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.

• Action
  Update tag

  Renames a tag or changes its description. A deleted tag is restored when it is updated.

• 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.