Connect Financial Cents and Streak
Integrate Financial Cents with Streak to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Streak when New Contact in Financial Cents
Get a pipeline in Streak when New Contact in Financial Cents
Get my teams from Streak when New Contact in Financial Cents
Get User from Streak when New Contact in Financial Cents
List all Boxes in Pipeline in Streak when New Contact in Financial Cents
Popular Financial Cents + Streak 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
Streak
Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Create Contact in Streak when New Contact in Financial Cents
Use this flowGet a pipeline in Streak when New Contact in Financial Cents
Use this flowGet my teams from Streak when New Contact in Financial Cents
Use this flowGet User from Streak when New Contact in Financial Cents
Use this flowList all Boxes in Pipeline in Streak when New Contact in Financial Cents
Use this flowGet Box from Streak when New Contact in Financial Cents
Use this flowList all Stages in Pipeline from Streak when New Contact in Financial Cents
Use this flowList all Fields in a Pipeline from Streak when New Contact in Financial Cents
Use this flowList Field Values for a Box in Streak when New Contact in Financial Cents
Use this flowGet Tasks In a Box from Streak when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Streak.
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 Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Streak 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 Streak 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 Streak. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Streak, and a separate workflow where Streak 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 Streak. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Streak integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
