Connect Financial Cents and Copper
Integrate Financial Cents with Copper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Copper when New Contact in Financial Cents
Search for a Project in Copper when New Contact in Financial Cents
Search for a Project [or create] in Copper when New Contact in Financial Cents
Create Opportunity in Copper when New Contact in Financial Cents
List Contact Types from Copper when New Contact in Financial Cents
Popular Financial Cents + Copper 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
Copper
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Create Company in Copper when New Contact in Financial Cents
Use this flowSearch for a Project in Copper when New Contact in Financial Cents
Use this flowSearch for a Project [or create] in Copper when New Contact in Financial Cents
Use this flowCreate Opportunity in Copper when New Contact in Financial Cents
Use this flowList Contact Types from Copper when New Contact in Financial Cents
Use this flowList Tasks from Copper when New Contact in Financial Cents
Use this flowCreate Person in Copper when New Client in Financial-cents
Use this flowUpdate Person in Copper when New Client in Financial-cents
Use this flowSearch for a Project in Copper when New Client in Financial-cents
Use this flowSearch for a Person [or create] in Copper when New Client in Financial-cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Copper.
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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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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Copper 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 Copper 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 Copper. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Copper, and a separate workflow where Copper 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 Copper. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Copper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
