Connect Financial Cents and LearningSuite

Both apps 76Financial Cents 17LearningSuite 59

• 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
  Bundle Created

  Triggers when a new bundle is created.

• Trigger
  Custom Popup Created

  Triggers when a new custom popup is added.

• Trigger
  Group Created

  Triggers when a new group is created in your LearningSuite academy.

• Trigger
  Member Created

  Triggers when a new member is added.

• Trigger
  New Community Area

  Triggers when a new community area is created.

• Trigger
  New Community Badge

  Triggers when a new community badge is created.

• Trigger
  New Community Forum

  Triggers when a new community forum is created.

• Trigger
  Team Member Created

  Triggers when a new team member (admin-zone user) is added.

• Trigger
  User Not Logged in for More Than X Days

  Triggers once for each member who has not logged in for at least the given number of days.

• Action
  Activate/Deactivate Member

  Activates or deactivates a member's LearningSuite account.

• Action
  Add Bundles to Group

  Adds bundles to an existing group, giving its members access to them.

• Action
  Add Bundles to Member

  Gives a member access to one or more bundles.

• Action
  Add Community Badges to User

  Assigns community badges to a user.

• Action
  Add Courses to Group

  Adds courses to a group, giving its members access to them.

• Action
  Add Courses to Member

  Gives a member access to one or more courses, optionally without sending the access notification email.

• Action
  Append Custom Field Files

  Appends a file, fetched from a public URL, to a user's file custom field.

• Action
  Change Module Access for Member

  Overrides how a specific module of a course is unlocked for one member.

• Action
  Create Webhook Subscription

  Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.

• Action
  Delete Group

  Deletes a group.

• Action
  Delete Member

  Permanently deletes a member.

• Action
  Delete Popup Trigger

  Removes a pending popup for a member so it is no longer shown.

• Action
  Find Group

  Finds groups by name.

• Action
  Find Member by Email

  Finds a member by email address.

• Action
  Find Member by ID

  Finds a member by ID.

• Action
  Find Team Member by Email

  Finds a team member (admin-zone user) by email.

• Action
  Find Team Member by ID

  Finds a team member (admin-zone user) by ID.

• Action
  Get Bundles of Member

  Returns the bundles a member has, with access details.

• Action
  Get Community Areas

  Returns community areas.

• Action
  Get Community Forums

  Returns community forums, optionally only those in one area.

• Action
  Get Community Posts

  Returns published community posts, optionally filtered by area or forum.

• Action
  Get Course Information of Member

  Returns whether a member has access to a course and their progress and learning time in it.

• Action
  Get Course Progress of Member

  Returns a member's overall progress in a course, in percent.

• Action
  Get Courses From Member

  Returns the courses a member is enrolled in, with access and progress.

• Action
  Get Custom Field Store for User

  Returns a user's whole custom field store: all values, metadata and profiles.

• Action
  Get Custom Field Values for an User

  Returns all custom field values of a user, for one profile.

• Action
  Get Lesson Progress of Member

  Returns a member's progress in one lesson of a course, in percent.

• Action
  Get Members

  Returns members, optionally filtered by creation date or days since last login.

• Action
  Get Members of Course

  Returns the members of a course with their access, and optionally their progress.

• Action
  Get Module Progress of Member

  Returns a member's progress in one module of a course, in percent.

• Action
  Get Modules of Course

  Returns the modules of a course with their default content drip.

• Action
  Get Modules of Course for Member

  Returns the modules of a course with what one member can see and when.

• Action
  Get Published Courses

  Returns every published course in your LearningSuite academy, with its name, description and publish date.

• Action
  Get Team Members

  Returns team members (users with admin-zone access).

• Action
  Give Hub Access

  Gives members, groups or bundles access to a hub.

• Action
  Publish Course

  Publishes a course's pending changes as a new version.

• Action
  Remove Community Badges From User

  Removes community badges from a user.

• Action
  Remove Courses From Member

  Removes a member's access to courses.

• Action
  Remove Hub Access

  Removes members, groups or bundles from a hub.

• Action
  Remove Member From Bundles

  Removes a member's access to bundles.

• Action
  Remove Members From Groups

  Removes members from groups.

• Action
  Require User by ID

  Returns a member by ID and fails the step when no such member exists.

• Action
  Reset Course Progress of Member

  Resets a member's progress for chosen modules, lessons or pages, or the whole course.

• Action
  Send Login Information

  Emails a user their login link.

• Action
  Send Push Notifications

  Sends a push notification to users and group members logged into your custom LearningSuite mobile app.

• Action
  Set Course Progress of Member

  Marks chosen modules, lessons or pages, or the whole course, as completed for a member.

• Action
  Trigger Popup

  Shows a custom popup to a member.

• Action
  Update Custom Fields

  Sets the value of a custom field for a user.

• Action
  Update Lesson

  Renames a lesson or changes its visibility.

• Action
  Update User Data

  Updates a member's profile fields.

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