Connect Financial Cents and Docstar
Integrate Financial Cents with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Documents in Docstar when New Contact in Financial Cents
Create Page in Docstar when New Contact in Financial Cents
List All Pages from Docstar when New Contact in Financial Cents
View Page Text and Metadata from Docstar when New Contact in Financial Cents
Create Page Endpoint in Docstar when New Contact in Financial Cents
Popular Financial Cents + Docstar 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
Docstar
Automatically do this!
Find Documents
Create Page
List All Pages
View Page Text and Metadata
Create Page Endpoint
Create FAQ Entries
Approve or Reject FAQ
View FAQ Details
Find Documents in Docstar when New Contact in Financial Cents
Use this flowCreate Page in Docstar when New Contact in Financial Cents
Use this flowList All Pages from Docstar when New Contact in Financial Cents
Use this flowView Page Text and Metadata from Docstar when New Contact in Financial Cents
Use this flowCreate Page Endpoint in Docstar when New Contact in Financial Cents
Use this flowCreate FAQ Entries in Docstar when New Contact in Financial Cents
Use this flowApprove or Reject FAQ in Docstar when New Contact in Financial Cents
Use this flowView FAQ Details in Docstar when New Contact in Financial Cents
Use this flowFind Documents in Docstar when New Client in Financial-cents
Use this flowCreate Page in Docstar when New Client in Financial-cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Docstar.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Docstar 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 Docstar 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 Docstar. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Docstar, and a separate workflow where Docstar 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 Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
