FINANCIAL CENTS Action Automation

For Workflows Documentation

Action Name: Create Client.

1.Display Name

  • Input Required: Enter the client’s name.

2.Contact Name

  • Input Required: Enter the  contact name for the client you want to create.

3. Contact Email

  • Input Required: Enter the email address for the primary contact.

4.Contact Address

  • Input Required: Enter the physical address of the client.

5.Contact Notes

  • Input Required: Enter additional information about the client.

Action Name: Search Client by Name

1.Client Name

  • Input Required: Enter the client’s name in the designated field.

Action Name: Update Client

1.Client ID

  • Input Required: Enter a unique identifier for the client that needs to be updated.

NB: Get the ID of the Client by using the action “Search Client  By Name”.

2.Display Name

  • Input Required: Enter the name under which the client is listed in the system.

Action Name: Delete Client

1.Client ID

  • Input Required: Enter the unique identifier for the client to be deleted.

  NB: Get the ID of the Client by using the action “Search Client  By Name”.

Action Name: Create Contact

1.Client ID

  • Input Required: Enter the unique identifier for the client.

NB: Get the ID of the Client by using the action “Search Client  By Name”.

2.Name

  • Input Required: Enter the full name of the contact person being added.

3. Email

  • Input Required: Enter the email address of the contact for communication purposes.

4.Address

  • Input Required: Enter the physical address of the contact, useful for correspondence.

5.Notes

  • Input Required: Enter any additional information about the contact.

6.Phone

  • Input Required: Enter the main telephone number for the contact.

7.Mobile Phone

  • Input Required: Enter the mobile number for the contact.

Action Name: Update Contact

1.Contact ID

  • Input Required: Enter the unique ID of the contact you want to update.

NB: Get the ID of the Client by using the action “Search Contact By Name”.

2.Name

  • Input Required: Enter the full name of the contact.

3. Email

  • Input Required: Enter the email address of the contact.

4.Phone

  • Input Required: Enter the main telephone number for the contact.

5.Mobile Phone

  • Input Required: Enter the mobile number for the contact.

Action Name: Delete Contact

1. Contact ID

  • Input Required: Enter the unique ID of the contact you wish to delete.

  NB: Get the ID of the Client by using the action “Search Contact By Name”.

Action Name: Search Contact By Name

1. Name

  • Input Required: Enter the name of the contact you want to search for.