Connect Financial Cents and Parseur

Both apps 33Financial Cents 17Parseur 16

• 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
  New Document Export Failed

  Triggered when Parseur fails to export a document to its destination.

• Trigger
  New Document Not Processed

  Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.

• Trigger
  New Document Processed

  Triggered when Parseur finishes extracting data from a document, with the extracted fields.

• Trigger
  New Document Processed (With List Items)

  Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).

• Trigger
  New Mailbox

  Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.

• Trigger
  New Table Field Processed

  Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.

• Action
  Create Document

  Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Create Document From File

  Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Delete Document

  Deletes a document from Parseur by its ID.

• Action
  Delete Mailbox

  Deletes a Parseur mailbox and everything in it. This cannot be undone.

• Action
  Get Document

  Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.

• Action
  Get Mailbox

  Returns one Parseur mailbox by its ID, with its email address, document counts and settings.

• Action
  List Documents

  Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.

• Action
  List Mailboxes

  Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.

• Action
  Reprocess Document

  Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.

• Action
  Update Mailbox

  Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

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