Connect Financial Cents and Sales.Rocks to Build Intelligent Automations
Enable Integrations or automations with these events of Financial Cents and Sales.Rocks
Enable Integrations or automations with these events of Financial Cents and Sales.Rocks
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Financial Cents and Sales.Rocks accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Sales.Rocks (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in Sales.Rocks. This includes choosing which data fields go into which fields of Sales.Rocks, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and Sales.Rocks 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 Sales.Rocks. 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.
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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About Sales.Rocks
Sales.Rocks is a sales enablement tool that helps companies fill their sales pipeline by allowing them to get quick access to full company and contact data from Europe, United States and Canada.
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