Connect Financial Cents and Ploomes
Integrate Financial Cents with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Custom Field in Ploomes when New Contact in Financial Cents
Update contact in Ploomes when New Contact in Financial Cents
Find contact in Ploomes when New Contact in Financial Cents
Create Deal in Ploomes when New Contact in Financial Cents
Update Deal in Ploomes when New Contact in Financial Cents
Popular Financial Cents + Ploomes 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
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Create Custom Field in Ploomes when New Contact in Financial Cents
Use this flowUpdate contact in Ploomes when New Contact in Financial Cents
Use this flowFind contact in Ploomes when New Contact in Financial Cents
Use this flowCreate Deal in Ploomes when New Contact in Financial Cents
Use this flowUpdate Deal in Ploomes when New Contact in Financial Cents
Use this flowFind Deals in Ploomes when New Contact in Financial Cents
Use this flowCreate document in Ploomes when New Contact in Financial Cents
Use this flowUpdate document in Ploomes when New Contact in Financial Cents
Use this flowGet document by ID from Ploomes by ID when New Contact in Financial Cents
Use this flowList All Documents from Ploomes when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Ploomes.
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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Ploomes 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 Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Ploomes, and a separate workflow where Ploomes 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 Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
