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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a booking is cancelled.
Triggers when a new booking is created.
Triggers when meeting is rescheduled.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Action is the task that follows automatically within your DitCal integrations.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DitCal and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in DitCal triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how DitCal 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 DitCal 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 DitCal 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.
DitCal is a comprehensive calendar and scheduling tool designed to streamline your personal and professional life. It offers features such as event scheduling, reminders, and integration with other productivity tools to ensure you never miss an important meeting or deadline.
Learn MoreFinancial Cents is a project and customer management software for bookkeepers and accountants
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