
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client

Automatically do this!
Enable Integrations or automations with these events of Financial Cents and jivochat
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.
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To start, connect both your Financial Cents and jivochat accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in jivochat (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in jivochat. This includes choosing which data fields go into which fields of jivochat, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and jivochat 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 jivochat. 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 is a project and customer management software for bookkeepers and accountants
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