
When this happens...
New Record Created
New Form

Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new record is created in the datasheet.
Triggers when a form is submitted and received.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Action is the task that follows automatically within your AITable.ai integrations.
Create a new record in datasheet.
Delete a record from a datasheet by its record ID
Get all fields of a datasheet
Create a Datasheet in an space
Update details of a Record
Finds a client based on name.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your AITable.ai and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in AITable.ai triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how AITable.ai data is recorded in Financial Cents. This includes choosing which data fields go into which fields of Financial Cents, setting up custom formats, and filtering out unwanted information.
The data sync between AITable.ai and Financial Cents 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 AITable.ai and Financial Cents. 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.
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
Learn MoreFinancial Cents is a project and customer management software for bookkeepers and accountants
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