Connect Klipfolio and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Klipfolio
Choose an Action
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Ready to use Klipfolio and Financial Cents automations
Actions and Triggers
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 Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
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Frequently Asked Questions
To start, connect both your Klipfolio and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Klipfolio 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 Klipfolio 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 Klipfolio 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.
About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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