Connect ActiveTrail and Financial Cents
Integrate ActiveTrail with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when Contact Updated in ActiveTrail
Create Contact in Financial Cents when Contact Updated in ActiveTrail
Create Client in Financial-cents when Contact Updated in ActiveTrail
Update Contact in Financial Cents when Contact Updated in ActiveTrail
Find Contacts in Financial Cents when Contact Updated in ActiveTrail
Popular ActiveTrail + Financial Cents flows
Start from a real workflow other teams are already running.
Choose a trigger
ActiveTrail
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group
Choose an action
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Find Clients in Financial Cents when Contact Updated in ActiveTrail
Use this flowCreate Contact in Financial Cents when Contact Updated in ActiveTrail
Use this flowCreate Client in Financial-cents when Contact Updated in ActiveTrail
Use this flowUpdate Contact in Financial Cents when Contact Updated in ActiveTrail
Use this flowFind Contacts in Financial Cents when Contact Updated in ActiveTrail
Use this flowFind Templates in Financial Cents when Contact Updated in ActiveTrail
Use this flowCreate Project Resources in Financial Cents when Contact Updated in ActiveTrail
Use this flowUpdate Client in Financial Cents when Contact Updated in ActiveTrail
Use this flowFind Clients in Financial Cents when Contact Unsubscribed in Activetrail
Use this flowCreate Contact in Financial Cents when Contact Unsubscribed in Activetrail
Use this flowSupported Triggers & Actions
Everything you can automate between ActiveTrail and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActiveTrail and Financial Cents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActiveTrail and Financial Cents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Financial Cents. No coding required.
Yes. You can set up a workflow where ActiveTrail triggers actions in Financial Cents, and a separate workflow where Financial Cents triggers actions in ActiveTrail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActiveTrail and Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActiveTrail and Financial Cents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
