Everything you can automate between Financial Cents and Colligso TextIn.
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 moreColligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses by engaging with customers directly using text (SMS)/ picture (MMS) messaging. App-less, no app installation required by your customers. Easy opt-in and opt-out. Universal, available on every mobile phone where SMS is available.
Learn moreSign up for a free viaSocket account, then authorize both your Financial Cents and Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Colligso TextIn, and a separate workflow where Colligso TextIn 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 Colligso TextIn. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Colligso TextIn integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.