Connect Financial Cents and Filestage
Integrate Financial Cents with Filestage to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Folder in Filestage when New Contact in Financial Cents
Create Project in Filestage when New Contact in Financial Cents
Archive/Unarchive Project in Filestage when New Contact in Financial Cents
Add Reviewers to Reviewers Group in Filestage when New Contact in Financial Cents
Create Review Comment in Filestage when New Contact in Financial Cents
Popular Financial Cents + Filestage 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
Filestage
Automatically do this!
Create Folder
Create Project
Archive/Unarchive Project
Add Reviewers to Reviewers Group
Create Review Comment
Get Reviewer Groups by Project
Get Review by ID
Get Project by ID
Get projects
Get folders
Get folder by ID
Get comments by review
Download file version
Get File By ID
Upload a file
Upload a file with a file Object
Find Member By Email
Create Folder in Filestage when New Contact in Financial Cents
Use this flowCreate Project in Filestage when New Contact in Financial Cents
Use this flowArchive/Unarchive Project in Filestage when New Contact in Financial Cents
Use this flowAdd Reviewers to Reviewers Group in Filestage when New Contact in Financial Cents
Use this flowCreate Review Comment in Filestage when New Contact in Financial Cents
Use this flowGet Reviewer Groups by Project in Filestage when New Contact in Financial Cents
Use this flowGet Review by ID from Filestage when New Contact in Financial Cents
Use this flowGet Project by ID in Filestage when New Contact in Financial Cents
Use this flowGet projects in Filestage when New Contact in Financial Cents
Use this flowGet folders in Filestage when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Filestage.
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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From idea to automation.
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 Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Filestage 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 Filestage 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 Filestage. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Filestage, and a separate workflow where Filestage 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 Filestage. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Filestage integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
