Integrate Financial Cents with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a User in ActiveCampaign when New Contact in Financial Cents
Find a Deal Task in ActiveCampaign when New Contact in Financial Cents
Find a Deal in ActiveCampaign when New Contact in Financial Cents
Find a Contact in ActiveCampaign when New Contact in Financial Cents
Create Contact in ActiveCampaign when New Contact in Financial Cents
Start from a real workflow other teams are already running.
Financial Cents
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Find a User in ActiveCampaign when New Contact in Financial Cents
Use this flowFind a Deal Task in ActiveCampaign when New Contact in Financial Cents
Use this flowFind a Deal in ActiveCampaign when New Contact in Financial Cents
Use this flowFind a Contact in ActiveCampaign when New Contact in Financial Cents
Use this flowCreate Contact in ActiveCampaign when New Contact in Financial Cents
Use this flowCreate an Account in ActiveCampaign when New Contact in Financial Cents
Use this flowCreate or Update a Deal in ActiveCampaign when New Contact in Financial Cents
Use this flowUpdate a Deal in Activecampaign when New Contact in Financial Cents
Use this flowFind all Campaigns in ActiveCampaign when New Contact in Financial Cents
Use this flowFind a Campaign in ActiveCampaign when New Contact in Financial Cents
Use this flowEverything you can automate between Financial Cents and ActiveCampaign.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Action is the task that follows automatically within your Financial Cents 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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSign up for a free viaSocket account, then authorize both your Financial Cents and ActiveCampaign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Financial Cents and ActiveCampaign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ActiveCampaign. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign triggers actions in Financial Cents. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Financial Cents and ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.