Integrations Financial Cents Well Proz
Financial Cents + Well Proz

Connect Financial Cents and Well Proz to Build Intelligent Automations

Choose a Trigger

Financial Cents

When this happens...

Choose an Action

Well Proz

Automatically do this!

Enable Integrations or automations with these events of Financial Cents and Well Proz

Enable Integrations or automations with these events of Financial Cents and Well Proz

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Client

New Client

When new client is created

Update Contact

Update Contact

Trigge when contact updated

Update Client

Update Client

Trigger when client updated

Delete Contact

Delete Contact

Trigger when contact delete .

Delete Client

Delete Client

Trigger when client delete.

Request a new Trigger for Financial Cents

Actions

Find Clients

Find Clients

Finds a client based on name.

Create Contact

Create Contact

Create a new contact.

Create Client

Create Client

Create a client

Update Contact

Update Contact

Update an existing contact, probably with input from previous steps.

Find Contacts

Find Contacts

Finds a contact based on name.

Find Templates

Find Templates

Finds a template based on title.

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Frequently Asked Questions

How do I start an integration between Financial Cents and Well Proz?

To start, connect both your Financial Cents and Well Proz accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in Well Proz (or vice versa).

Can we customize how data from Financial Cents is recorded in Well Proz?

Absolutely. You can customize how Financial Cents data is recorded in Well Proz. This includes choosing which data fields go into which fields of Well Proz, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Financial Cents and Well Proz?

The data sync between Financial Cents and Well Proz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Financial Cents to Well Proz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Financial Cents and Well Proz?

Yes, you can set conditional logic to control the flow of data between Financial Cents and Well Proz. 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

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

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Well Proz

About Well Proz

With Well ProZ, you can provide better patient outcomes and experiences with an all-in-one e-commerce platform built for healthcare professionals.

Learn More