Connect Financial Cents and Cliengo
Integrate Financial Cents with Cliengo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Cliengo when New Contact in Financial Cents
Search Agent in Cliengo when New Contact in Financial Cents
Update Customer in Cliengo when New Contact in Financial Cents
Search Customer in Cliengo when New Contact in Financial Cents
List Account from Cliengo when New Contact in Financial Cents
Popular Financial Cents + Cliengo flows
Start from a real workflow other teams are already running.
Choose a trigger
Financial Cents
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client
Choose an action
Cliengo
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Create Customer in Cliengo when New Contact in Financial Cents
Use this flowSearch Agent in Cliengo when New Contact in Financial Cents
Use this flowUpdate Customer in Cliengo when New Contact in Financial Cents
Use this flowSearch Customer in Cliengo when New Contact in Financial Cents
Use this flowList Account from Cliengo when New Contact in Financial Cents
Use this flowList Account Payments from Cliengo when New Contact in Financial Cents
Use this flowList Account Plan from Cliengo when New Contact in Financial Cents
Use this flowList Sites in Cliengo when New Contact in Financial Cents
Use this flowList Contacts from Cliengo when New Contact in Financial Cents
Use this flowList Contact Count in Cliengo when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Cliengo.
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 Financial Cents integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSimilar apps
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Cliengo 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 Cliengo 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 Cliengo. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Cliengo, and a separate workflow where Cliengo 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 Cliengo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Cliengo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
