Connect Common Room and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Common Room
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 Common Room and Financial Cents 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 Common Room integrations.
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
List Tags
Get all tags from Common Room.
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Frequently Asked Questions
To start, connect both your Common Room and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Common Room triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Common Room 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 Common Room 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 Common Room 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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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