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Integrations Financial Cents Eway CRM
Financial Cents + Eway CRM

Connect Financial Cents and Eway CRM to Build Intelligent Automations

Choose a Trigger

Financial Cents

When this happens...

Choose an Action

Eway CRM

Automatically do this!

Enable Integrations or automations with these events of Financial Cents and Eway CRM

Enable Integrations or automations with these events of Financial Cents and Eway CRM

Triggers

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

Actions

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.

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 Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

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Frequently Asked Questions

How do I start an integration between Financial Cents and Eway CRM?

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

Can we customize how data from Financial Cents is recorded in Eway CRM?

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

How often does the data sync between Financial Cents and Eway CRM?

The data sync between Financial Cents and Eway CRM 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 Eway CRM?

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 Eway CRM?

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

About Eway CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

CRM
Learn More

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