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

Automatically do this!
Create Highlight
Update Highlight
Delete Highlight
Create Tag for Highlight
Update Tag for Highlight
Delete Tag for Highlight
Create Tag for Book
Update Tag for Book
Delete Tag for book
Search Books
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Financial Cents integrations.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Financial Cents and Readwise accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Readwise (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in Readwise. This includes choosing which data fields go into which fields of Readwise, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and Readwise 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 Readwise. 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
Learn MoreReadwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.
Learn More