Connect Financial Cents and Zoho CRM

Both apps 32Financial Cents 17Zoho CRM 15

• 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 or updated record

  Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.

• Trigger
  New record

  Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.

• Action
  Add note

  Adds a note to a record in any supported Zoho CRM module.

• Action
  Add or update record (upsert)

  Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.

• Action
  Add tag to record

  Add one or more tags (comma-separated names) to a record in the specified module.

• Action
  Convert lead

  Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.

• Action
  Create record

  Create a new record in the specified Zoho CRM module.

• Action
  Delete record

  Delete a record by ID from the specified Zoho CRM module.

• Action
  Find records

  Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.

• Action
  Get record

  Retrieve a single record by ID from the specified Zoho CRM module.

• Action
  List notes

  Lists notes across all records in Zoho CRM (requires an administrator profile).

• Action
  List users

  Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.

• Action
  Query records (COQL)

  Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.

• Action
  Remove tag from record

  Remove one or more tags (comma-separated names) from a record in the specified module.

• Action
  Update record

  Update an existing record by ID in the specified Zoho CRM module.

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