
When this happens...
New Document

Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new document is created.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Action is the task that follows automatically within your Google Docs integrations.
create a new document with text.
Append text to an existing document.
Upload a document using a file URL.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Get content of document by its id.
Finds a client based on name.

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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 Google Docs and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in Financial Cents. This includes choosing which data fields go into which fields of Financial Cents, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and Financial Cents 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 Google Docs and Financial Cents. 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.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreFinancial Cents is a project and customer management software for bookkeepers and accountants
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