Connect Beamer and Financial Cents to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
Delete Contact
Trigger when contact delete .
Delete Client
Trigger when client delete.
Do thisActions
Action is the task that follows automatically within your Beamer integrations.
Create Post
Create a new Post
Create Comment on Post
This action creates a new comment on a post.
React to Post
This action creates a new reaction on a post.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
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Frequently Asked Questions
To start, connect both your Beamer and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Beamer triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Beamer 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 Beamer 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 Beamer 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.
About Beamer
Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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