Connect Copy.ai and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
Completed Workflow Run
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 Copy.ai and Financial Cents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Completed Workflow Run
Triggers when a Workflow Run is completed.
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 .
Do thisActions
Action is the task that follows automatically within your Copy.ai integrations.
Get All Workflow Runs
You can view the details of all workflow runs for a workflow.
Start a Workflow Run
Starting a Workflow Run.
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.
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Frequently Asked Questions
To start, connect both your Copy.ai and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Copy.ai triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Copy.ai 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 Copy.ai 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 Copy.ai 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 Copy.ai
Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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