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

Automatically do this!
Complete Item
Create Item
Create Board Row
Create Board
Delete Item
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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To start, connect both your Financial Cents and Teamhood accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Teamhood (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in Teamhood. This includes choosing which data fields go into which fields of Teamhood, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and Teamhood 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 Teamhood. 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 MoreTeamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
Learn More