Connect Financial Cents to Cubo Crm

Both apps 37Financial Cents 17Cubo Crm 20

• 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
  Add activity

  Create an activity. POST activities; docs "Criar nova atividade".

• Action
  Add deal

  Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".

• Action
  Add note

  Create a note (Anotação). POST notes; docs "Criar nova anotação".

• Action
  Add organization

  Create an organization. POST organizations; docs "Criar nova organização".

• Action
  Add person

  Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".

• Action
  Add product

  Create a product. POST products; docs "Criar novo produto".

• Action
  Delete deal

  Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".

• Action
  Delete person

  Delete a person by ID.

• Action
  Get deal

  Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".

• Action
  Get organization

  Get an organization by ID.

• Action
  Get person

  Get a person by ID.

• Action
  List organizations

  List all organizations. GET organizations; docs "Listar todas as organizações".

• Action
  List people

  List all people. GET persons; docs "Listar todas as pessoas".

• Action
  List pipelines

  List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".

• Action
  List products

  List all products. GET products; docs "Listar todos os produtos".

• Action
  List stages

  List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".

• Action
  Update activity

  Update an activity by ID.

• Action
  Update deal

  Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".

• Action
  Update organization

  Update an organization by ID.

• Action
  Update person

  Update a person by ID.

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