Additional Zapier Options
L
Lindsey Denson
In effort to have less integrations with multiple softwares, it would be ideal to have more options within Zapier for Financial Cents. Such as:
- Add/Update Groups to clients
- Add/Update Assignees to clients
- Add/Update "About" section of client's profile
- Find "Client" based on any word/s from existing client name
- Mark tasks complete
- Add/Update Resources to clients and/or projects
- Add Files to "Project Files"
Since I'm already paying for Zapier to integrate all of my techstack, these features in Zapier would be game changing for onboarding bookkeeping clients and tax return processes
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