Financial Cents

Why Add-to-Calendar Works with Financial Cents

Boost your workflow efficiency by reducing no-shows with clear Add-to-Calendar calls-to-action.

• Universal Add to Calendar links support all major calendars like Google, Outlook, and Apple.
• Brandable invites enhance your firm's professional image.
• Smart reminders and notifications ensure timely attendance.
• Access click and attendance analytics for enhanced insights.

Using Calendar Links in Financial Cents Workflows

Turn Financial Cents Activities into Calendar Events

1. Detect Client Engagement

Leverage triggers like New Client or Updated Contact to initiate event creation.

2. Send Data to CalendarLink

Map fields such as names, event dates, and descriptions; optionally capture RSVPs.

3. Publish a Personalized Invite

Retrieve the Add-to-Calendar link to embed in emails and client communications.

Fire Financial Cents Workflows from CalendarLink Triggers

1. Capture a New CalendarLink Event

Use New Upcoming Event triggers to kick off essential workflows.

2. Map Add-to-Calendar Data

Flow in titles, dates, and times seamlessly to keep your system updated.

3. Update Client Records

Utilize actions like Find Client or Update Contact to ensure your records reflect real-time client engagement.

Pro Tips for Financial Cents and Add-to-Calendar

• Leverage analytics to identify high-engagement events.
• Ensure timezone settings are adjusted for global clients.
• Regularly check RSVP statuses for personalized follow-ups.
• Utilize Zapier integration for automation without coding.