Connect Benchmark Email and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Benchmark Email
Choose an Action
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Ready to use Benchmark Email and Financial Cents automations
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 Benchmark Email integrations.
Find a contact
Get contact detail by its contact id.
Update Details of a Survey
Updating an existing details of a survey.
Update a Contact
Updating an existing contact.
Create a Segment
Creating a segment by using contact id.
Delete a survey
Deleting an existing survey
Delete an Email
deleting an existing email.
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Frequently Asked Questions
To start, connect both your Benchmark Email and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Benchmark Email triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Benchmark Email 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 Benchmark Email 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 Benchmark Email 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 Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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