
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client

Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Action is the task that follows automatically within your Financial Cents integrations.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.

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To start, connect both your Financial Cents and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and Sukam Apps CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Financial Cents and Sukam Apps CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn MoreSukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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