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

Automatically do this!
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 Un-static accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Un-static (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in Un-static. This includes choosing which data fields go into which fields of Un-static, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and Un-static 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 Un-static. 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 MoreUn-static is a dynamic platform designed to revolutionize the way you manage and interact with your digital content. With a focus on flexibility and innovation, Un-static offers tools to enhance your content creation and management processes, making it easier to adapt to changing needs and trends.
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