Connect Financial Cents and Inistate

Both apps 32Financial Cents 17Inistate 15

• 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.

• Trigger
  Activity Performed

  Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time.

• Trigger
  Changed Information

  Triggers when an entry's information in an Inistate module is changed.

• Trigger
  Changed State

  Triggers when an entry in the selected Inistate module moves to a different workflow state.

• Trigger
  Information Due

  Triggers when an entry in the chosen module reaches its due date.

• Trigger
  New Entry

  Triggers when a new entry is created in the selected Inistate module.

• Trigger
  Updated Entry

  Triggers when an entry in the selected module is created or changed.

• Action
  Create Entry

  Creates a new entry in an Inistate module with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from an Inistate module.

• Action
  Duplicate Entry

  Creates a copy of an existing entry in an Inistate module.

• Action
  Edit Entry

  Edits an existing entry in an Inistate module, updating the field values you supply.

• Action
  Get Activity Form

  Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options.

• Action
  List Entries

  Returns entries from an Inistate module, optionally narrowed to one of the module's listings.

• Action
  List Modules

  Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace.

• Action
  List Workspaces

  Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name.

• Action
  Perform Activity

  Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow.

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