Connect Financial Cents and Clientjoy
Integrate Financial Cents with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when New Customer Added in Clientjoy
Create Contact in Financial Cents when New Customer Added in Clientjoy
Create Client in Financial-cents when New Customer Added in Clientjoy
Update Contact in Financial Cents when New Customer Added in Clientjoy
Find Contacts in Financial Cents when New Customer Added in Clientjoy
Popular Financial Cents + Clientjoy 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
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
Find Clients in Financial Cents when New Customer Added in Clientjoy
Use this flowCreate Contact in Financial Cents when New Customer Added in Clientjoy
Use this flowCreate Client in Financial-cents when New Customer Added in Clientjoy
Use this flowUpdate Contact in Financial Cents when New Customer Added in Clientjoy
Use this flowFind Contacts in Financial Cents when New Customer Added in Clientjoy
Use this flowFind Templates in Financial Cents when New Customer Added in Clientjoy
Use this flowCreate Project Resources in Financial Cents when New Customer Added in Clientjoy
Use this flowUpdate Client in Financial Cents when New Customer Added in Clientjoy
Use this flowFind Clients in Financial Cents when New Lead Is Added in Clientjoy
Use this flowCreate Contact in Financial Cents when New Lead Is Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Clientjoy.
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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
