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Anyone out there in the accounting world using Truss and Financials Cents?  If so, are you using Zapier to automate any part of your process?  I can see that both are available and what I’m trying to do is set up a project in FC (action) once a new project is created in Truss (trigger).  I’ve set up the Zap but can’t figure out how to get the client data to map correctly (or at all) so that each FC project has a new/different client.

Any thoughts, comments, advice would be greatly appreciated!

Thank you.

Hi ​@SJBEANCPA 

Help links for how to map dynamic variables between Zap steps: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

 

If you need more help, post screenshots showing how your Zap steps are outlined and configured in EDIT mode in the CONFIGURE tab with the field mappings visible so we can see the field types.

 

TIP: Click field labels to see tooltips with more info.


Hi there, ​@SJBEANCPA 👋

Just wanted to check how you’re getting on. Did the guide Troy shared a link to help to point you in the right direction?

Let us know how you’re getting on, happy to lend a hand if you’re still stuck at all 🙂