Enable Integrations or automations with these events of Financial Cents and zaxaa
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.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Financial Cents and zaxaa accounts to viaSocket. Once connected, you can set up a workflow where an event in Financial Cents triggers actions in zaxaa (or vice versa).
Absolutely. You can customize how Financial Cents data is recorded in zaxaa. This includes choosing which data fields go into which fields of zaxaa, setting up custom formats, and filtering out unwanted information.
The data sync between Financial Cents and zaxaa 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 zaxaa. 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 MoreZaxaa is a platform that helps online course creators, coaches, and small businesses selling digital products to grow their sales.
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