Connect Financial Cents and ProjectManager
Integrate Financial Cents with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Project Details from ProjectManager when New Contact in Financial Cents
List Project Statuses from ProjectManager when New Contact in Financial Cents
List Non-Project Task Statuses from ProjectManager when New Contact in Financial Cents
List Licenses from ProjectManager when New Contact in Financial Cents
List Integration Providers in ProjectManager when New Contact in Financial Cents
Popular Financial Cents + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Get Project Details from ProjectManager when New Contact in Financial Cents
Use this flowList Project Statuses from ProjectManager when New Contact in Financial Cents
Use this flowList Non-Project Task Statuses from ProjectManager when New Contact in Financial Cents
Use this flowList Licenses from ProjectManager when New Contact in Financial Cents
Use this flowList Integration Providers in ProjectManager when New Contact in Financial Cents
Use this flowList Integration Provider Categories from ProjectManager when New Contact in Financial Cents
Use this flowCreate Task Comment in ProjectManager when New Contact in Financial Cents
Use this flowCreate Meeting in ProjectManager when New Contact in Financial Cents
Use this flowList Meetings from ProjectManager when New Contact in Financial Cents
Use this flowGet Meeting from ProjectManager when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and ProjectManager.
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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
