Connect Financial Cents and berkshire-receptionists to Build Intelligent Automations
Enable Integrations or automations with these events of Financial Cents and berkshire-receptionists
Enable Integrations or automations with these events of Financial Cents and berkshire-receptionists
Triggers
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.
Actions
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.
Find Contacts
Finds a contact based on name.
Find Templates
Finds a template based on title.
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Frequently Asked Questions
To start, connect both your Financial Cents and berkshire-receptionists accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in berkshire-receptionists (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in berkshire-receptionists. This includes choosing which data fields go into which fields of berkshire-receptionists, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and berkshire-receptionists 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 Financial Cents and berkshire-receptionists. 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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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About berkshire-receptionists
Berkshire Receptionists provides 24/7 Virtual Receptionists and Live Chat for over 500+ businesses.
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