Connect CallTrackingMetrics and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
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 CallTrackingMetrics and Financial Cents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
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
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
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 CallTrackingMetrics and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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