Connect CalendarHero and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
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 CalendarHero and Financial Cents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Meeting Request Becomes Event
Runs when Meeting Request Becomes Event
Meeting Request Cancelled
Runs when a meeting request is cancelled
New Contact Is Added
Runs when New Contact Is Added
New Meeting Request Is Created
Runs when new meeting request is created
Meeting Request Expires
Runs when meeting request expires
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your CalendarHero integrations.
Create Contact
Create a Contact.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
Update Contact
Update an existing contact, probably with input from previous steps.
Find Contacts
Finds a contact based on name.
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Frequently Asked Questions
To start, connect both your CalendarHero and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how CalendarHero 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 CalendarHero 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 CalendarHero 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 CalendarHero
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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