Connect Financial Cents and VBOUT

Both apps 39Financial Cents 17VBOUT 22

• 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 Contact

  Triggers when a new contact is added to a VBOUT email list.

• Trigger
  New Contact Property Change

  Triggers when any property of a contact in a VBOUT email list changes, or a contact is added.

• Action
  Add contact

  Creates a contact in a VBOUT email list, with optional IP address and list custom field values.

• Action
  Add Contact to List

  Adds a contact to one of your VBOUT email lists.

• Action
  Add Custom Event to a Contact

  Records a custom activity on a VBOUT contact's timeline.

• Action
  Add Tag to Contact

  Adds a tag to a VBOUT contact, found by email address.

• Action
  Create Email List

  Creates a new email list in VBOUT.

• Action
  Create Email Marketing Campaign

  Creates an email campaign in VBOUT addressed to one of your lists.

• Action
  Create Social Media Message

  Posts a message to one of your connected social media channels through VBOUT.

• Action
  Delete social media post

  Deletes a scheduled or published social media post from VBOUT.

• Action
  Get contact

  Returns a VBOUT contact by its ID.

• Action
  Get email campaign

  Returns an email campaign's details, including subject, sender and content, by its ID.

• Action
  Get email list

  Returns the settings of one VBOUT email list, including its name, sender details, confirmation messages and the list's custom fields.

• Action
  List contacts

  Returns the contacts in a VBOUT email list.

• Action
  List email campaigns

  Returns the email campaigns in your VBOUT account, optionally filtered by status (sent, scheduled, draft, automation) or date range.

• Action
  List email lists

  Returns all email lists in the VBOUT account, with each list's name, sender settings and creation date.

• Action
  Move contact

  Moves a VBOUT contact from one email list to another.

• Action
  Remove Tag From Contact

  Removes a tag from a VBOUT contact, found by email address.

• Action
  Unsubscribe Contact

  Unsubscribes a VBOUT contact by setting its status to inactive.

• Action
  Update Contact

  Updates an existing VBOUT contact's email, status or IP address.

• Action
  Update email campaign

  Updates an existing VBOUT email marketing campaign's name, subject, content, sender and recipients.

• Action
  Update email list

  Updates an existing VBOUT email list's name, sender details, notification settings and subscription messages.

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