Connect Financial Cents and Xodo Sign
Integrate Financial Cents with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when Document Is Sent via Xodo Sign
Create Contact in Financial Cents when Document Is Sent via Xodo Sign
Create Client in Financial-cents when Document Is Sent via Xodo Sign
Update Contact in Financial Cents when Document Is Sent via Xodo Sign
Find Contacts in Financial Cents when Document Is Sent via Xodo Sign
Popular Financial Cents + Xodo Sign 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
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Find Clients in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Client in Financial-cents when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Financial Cents when Document Is Sent via Xodo Sign
Use this flowFind Contacts in Financial Cents when Document Is Sent via Xodo Sign
Use this flowFind Templates in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Project Resources in Financial Cents when Document Is Sent via Xodo Sign
Use this flowUpdate Client in Financial Cents when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Financial Cents when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Xodo Sign.
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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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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Xodo Sign 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 Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Xodo Sign, and a separate workflow where Xodo Sign 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 Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
