Connect Financial Cents and insurgo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client
Choose an Action
Automatically do this!
- Request a new Action for insurgo
Enable Integrations or automations with these events of Financial Cents and insurgo
Enable Integrations or automations with these events of Financial Cents and insurgo
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Financial Cents and insurgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in insurgo (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in insurgo. This includes choosing which data fields go into which fields of insurgo, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and insurgo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Financial Cents and insurgo. 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.
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn MoreAbout insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
Learn More
