Integrate LeadConnector with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when New Contact Created in LeadConnector
Create Contact in Financial Cents when New Contact Created in LeadConnector
Create Client in Financial-cents when New Contact Created in LeadConnector
Update Contact in Financial Cents when New Contact Created in LeadConnector
Find Contacts in Financial Cents when New Contact Created in LeadConnector
Start from a real workflow other teams are already running.
LeadConnector
When this happens...
New Contact Created
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Find Clients in Financial Cents when New Contact Created in LeadConnector
Use this flowCreate Contact in Financial Cents when New Contact Created in LeadConnector
Use this flowCreate Client in Financial-cents when New Contact Created in LeadConnector
Use this flowUpdate Contact in Financial Cents when New Contact Created in LeadConnector
Use this flowFind Contacts in Financial Cents when New Contact Created in LeadConnector
Use this flowCreate Project Resources in Financial Cents when New Contact Created in LeadConnector
Use this flowCreate Task in LeadConnector when New Contact in Financial Cents
Use this flowAdd/Remove Tags to Contact in LeadConnector when New Contact in Financial Cents
Use this flowUpdate Task in LeadConnector when New Contact in Financial Cents
Use this flowSearch Task in LeadConnector when New Contact in Financial Cents
Use this flowEverything you can automate between LeadConnector and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact 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 LeadConnector integrations.
Create a task for a contact.
Add or remove one or more tags to a specific contact in LeadConnector (GoHighLevel). Supports searching the contact by email or phone and handles both add and remove operations.
Update an existing task's title, details, due date, assignee, or completion status.
Retrieve the details of an existing task.
Creates a new contact in LeadConnector.
Update the details of existing contact.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn moreFinancial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSign up for a free viaSocket account, then authorize both your LeadConnector and Financial Cents 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 LeadConnector and Financial Cents 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 Financial Cents. No coding required.
Yes. You can set up a workflow where LeadConnector triggers actions in Financial Cents, and a separate workflow where Financial Cents triggers actions in LeadConnector. 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 LeadConnector and Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LeadConnector and Financial Cents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.