Connect Financial Cents to Stedi

Both apps 26Financial Cents 17Stedi 9

• 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 event destination

  Create a new event destination for receiving Stedi webhook events.

• Action
  Check eligibility

  Runs a real-time eligibility and benefits check (X12 270/271) against a payer for a patient and returns the payer's coverage and benefits response.

• Action
  Delete event destination

  Permanently deletes a Stedi event destination so it stops receiving events. This cannot be undone; to pause delivery instead, update the destination's status to DISABLED.

• Action
  Find payers by criteria

  Searches the Stedi Payer Network for payers matching a name, payer ID or alias, optionally filtered by supported transaction types, coverage types, operating states and insurance programs. Returns matching payers ranked by relevance.

• Action
  Get event destination

  Retrieve an event destination by id.

• Action
  Get payer

  Retrieve a single payer record by id.

• Action
  List event destinations

  Lists the event destinations configured in your Stedi account, optionally filtered by status or event type.

• Action
  List payers

  Lists every payer Stedi supports, with payer IDs, aliases, supported transactions and enrollment requirements.

• Action
  Update event destination

  Updates an existing Stedi event destination's name, URL, subscribed event types, description, status or concurrency limit. Fields left blank are not changed.

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