Connect Financial Cents and mentortools
Integrate Financial Cents with mentortools to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Courses in Mentortools when New Contact in Financial Cents
Create Courses in Mentortools when New Contact in Financial Cents
Total Courses in Mentortools when New Contact in Financial Cents
Course info by ID from Mentortools when New Contact in Financial Cents
Get module by ID in Mentortools when New Contact in Financial Cents
Popular Financial Cents + mentortools 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
mentortools
Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
Get Courses in Mentortools when New Contact in Financial Cents
Use this flowCreate Courses in Mentortools when New Contact in Financial Cents
Use this flowTotal Courses in Mentortools when New Contact in Financial Cents
Use this flowCourse info by ID from Mentortools when New Contact in Financial Cents
Use this flowGet module by ID in Mentortools when New Contact in Financial Cents
Use this flowGet Module information in Mentortools when New Contact in Financial Cents
Use this flowLesson by ID in Mentortools when New Contact in Financial Cents
Use this flowAdd module submodule in Mentortools when New Contact in Financial Cents
Use this flowUpdate course in Mentortools when New Contact in Financial Cents
Use this flowUpdate course module in Mentortools when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and mentortools.
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 mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and mentortools 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 mentortools 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 mentortools. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in mentortools, and a separate workflow where mentortools 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 mentortools. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and mentortools integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
