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Financial Cents + Conversion Chats

Connect Financial Cents and Conversion Chats to Build Intelligent Automations

Choose a Trigger

Financial Cents

When this happens...

Choose an Action

Conversion Chats

Automatically do this!

Ready to use Financial Cents and Conversion Chats automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Client

New Client

When new client is created

Update Contact

Update Contact

Trigge when contact updated

Update Client

Update Client

Trigger when client updated

Delete Contact

Delete Contact

Trigger when contact delete .

Delete Client

Delete Client

Trigger when client delete.

Request a new Trigger for Financial Cents

Do thisActions

Action is the task that follows automatically within your Financial Cents integrations.

Find Clients

Find Clients

Finds a client based on name.

Create Contact

Create Contact

Create a new contact.

Create Client

Create Client

Create a client

Update Contact

Update Contact

Update an existing contact, probably with input from previous steps.

Find Contacts

Find Contacts

Finds a contact based on name.

Find Templates

Find Templates

Finds a template based on title.

We'll help you get started

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Frequently Asked Questions

How do I start an integration between Financial Cents and Conversion Chats?

To start, connect both your Financial Cents and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Conversion Chats (or vice versa).

Can we customize how data from Financial Cents is recorded in Conversion Chats?

Absolutely. You can customize how Financial Cents data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Financial Cents and Conversion Chats?

The data sync between Financial Cents and Conversion Chats typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Financial Cents to Conversion Chats?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Financial Cents and Conversion Chats?

Yes, you can set conditional logic to control the flow of data between Financial Cents and Conversion Chats. 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.

Financial Cents

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Project Management
Learn More
Conversion Chats

About Conversion Chats

Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.

CommunicationSales & CRM
Learn More

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