Connect Financial Cents to Loops

Both apps 28Financial Cents 17Loops 11

• 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 Contact

  Creates a new contact in your Loops audience, with optional name, user group, subscription status, mailing list memberships and custom contact properties.

• Action
  Add contact property

  Creates a new custom contact property in your Loops account, such as a plan name or signup date, so it can be stored on contacts.

• Action
  Delete Contact

  Deletes a contact from your Loops audience, identified by email address or user ID.

• Action
  Find Contact

  Finds a Loops contact by email address or by your own user ID and returns the matching contact, including its custom properties.

• Action
  Get campaign

  Returns a single Loops campaign by its ID, including its name, status, audience, mailing list and schedule.

• Action
  List campaigns

  Returns all campaigns in your Loops account, with each campaign's name, status, audience and scheduling details.

• Action
  List contact properties

  Returns the contact properties defined in your Loops account, either all of them or only your custom ones.

• Action
  List mailing lists

  Returns every mailing list in your Loops account, with each list's name, description and whether it is public.

• Action
  List transactional emails

  Returns the transactional emails in your Loops account, including each email's id, name, and the data variables it expects.

• Action
  Send Event

  Sends an event for a contact in Loops to trigger workflows, identifying the contact by email or user ID and optionally updating their contact properties and mailing list subscriptions.

• Action
  Update Contact

  Updates a Loops contact identified by email or user ID, including standard fields, custom contact properties and mailing list subscriptions. Creates the contact if no match exists.

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