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Integrations
Integrate with all your favorite apps
QuickBooks Online Integration: How it worksHow we integrate with QuickBooks Online
Gmail & Outlook Integration: How it works
SmartVault Integration (Beta)How to set up and use the SmartVault Integration
Financial Cents Open API
Integrate Typeform with Financial CentsHow to automatically create a client and work in Financial Cents when a Typeform is completed
Zapier
Integrate Financial Cents with 5,000+ apps
Integrate Ignition with Financial CentsHow to automatically create a client and work in Financial Cents when an Ignition proposal is signed
Integrate Cognito Forms with Financial CentsHow to automatically create a client and a project in Financial Cents when a Cognito Form is completed
Integrate Google Forms with Financial CentsHow to automatically create a client and a project in Financial Cents when a Google Form is completed
Integrate GoProposal with Financial CentsHow to automatically create a client & a project in Financial Cents when a GoProposal Proposal is signed/won
Integrate Anchor with Financial CentsHow to automatically create a client in Financial Cents when an Anchor proposal is signed and approved
Integrate Proposify with Financial CentsHow to automatically create a client and a project in Financial Cents when a proposal is won
Integrate Dubsado with Financial CentsHow to automatically create a client & a project in Financial Cents when a Dubsado contract is signed
Integrate Dropbox with Financial CentsHow to automatically create a client folder in Dropbox after a client is created in Financial Cents
Integrate Google Drive with Financial CentsHow to automatically create a client folder in Box after a client is created in Financial Cents
Integrate Box with Financial CentsHow to automatically create a client folder in Box after a client is created in Financial Cents
Integrate Sharefile with Financial CentsHow to automatically create a client folder in Sharefile after a client is created in Financial Cents
Integrate OneDrive with Financial CentsHow to automatically create a client folder in OneDrive after a client is created in Financial Cents
Integrate 17hats with Financial CentsHow to automatically create a client in Financial Cents after a new client has been added to 17hats
Zapier Integration
How to Integrate with Gmail/OutlookHow do I add my Gmail or Outlook inbox to Financial Cents?
How to Integrate with QuickBooks OnlineLearn how to connect your QuickBooks Online account with Financial Cents
Where to Manage my IntegrationsHow can I manage my integrations in Financial Cents?
Why documents uploaded by clients are not copied automatically to SmartVault