Connect Financial Cents to AddressZen

Both apps 26Financial Cents 17AddressZen 9

• 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.

• Action
  Find addresses by search term

  Returns address suggestions (a display label and an id) matching a partial address, ranked by relevance. Use Get address with an id to retrieve the full address.

• Action
  Find places by search term

  Returns up to 10 place suggestions (countries, regions, cities and other administrative areas) matching a search term, each with an id you can pass to Get place.

• Action
  Freeform US Address Verification

  Verifies a full one-line US address against USPS CASS data and returns the standardized, corrected address with ZIP+4 and delivery details.

• Action
  Get address

  Returns the full address for an address suggestion id from Find addresses by search term. Each successful retrieval uses one lookup from your balance.

• Action
  Get place

  Returns the full details of a place (coordinates, language and the underlying GeoNames record) for a place ID taken from a Find places result.

• Action
  US Address Verification With Street Address and Zip Code

  Verifies and standardizes a US street address using its ZIP code, returning the corrected address with ZIP+4 and USPS delivery details.

• Action
  US Address Verification With Street Address, City and State

  Verifies a US street address given its street line, city and state, and returns the standardized, USPS CASS-corrected address with ZIP+4 and match scores.

• Action
  Validate email address

  Checks whether an email address is deliverable and reports whether it is disposable, free, a role address or on a catch-all domain.

• Action
  Validate phone number

  Validates a phone number and returns whether it is valid, its country, national and international formats, and its original (and optionally current) carrier.

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