Connect Magicplan and Financial Cents
Integrate Magicplan with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Project in Magicplan when New Client in Financial-cents
Export Plan from Magicplan when New Client in Financial-cents
Update Project in Magicplan when Update Contact in Financial-cents
Export Plan from Magicplan when Update Contact in Financial-cents
Retrieve Workspace from Magicplan when Update Client in Financial-cents
Popular Magicplan + Financial Cents flows
Start from a real workflow other teams are already running.
Choose a trigger
Magicplan
When this happens...
When a new project is created
When a project is updated
Choose an action
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Delete Project in Magicplan when New Client in Financial-cents
Use this flowExport Plan from Magicplan when New Client in Financial-cents
Use this flowUpdate Project in Magicplan when Update Contact in Financial-cents
Use this flowExport Plan from Magicplan when Update Contact in Financial-cents
Use this flowRetrieve Workspace from Magicplan when Update Client in Financial-cents
Use this flowCreate Project in Magicplan when Update Client in Financial-cents
Use this flowUpdate Project in Magicplan when Update Client in Financial-cents
Use this flowExport Plan from Magicplan when Update Client in Financial-cents
Use this flowList Plans from Magicplan when Delete Contact from Financial Cents
Use this flowRetrieve Project Plan from Magicplan when Delete Contact from Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Magicplan and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created in the account.
When a project is updated
Runs the workflow automatically whenever a project is updated in the account.
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
Do thisActions
Action is the task that follows automatically within your Magicplan integrations.
List Plans
Retrieve plans using filters (Plan ID, Plan Name, or Owner Email), with sorting and optional pagination across pages.
Retrieve Workspace
Get a workspace's details, optionally including its users.
List Projects
List projects with optional search, sorting, and pagination; supports fetching all pages.
Find Project
Get details for a specific project by its ID.
Create Project
Runs the workflow automatically whenever a new project is created in the account.
Update Project
Update a project's name, description, acting user, or address information.
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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AI will build it for you
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 Magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Learn moreSimilar apps
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Magicplan 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 Magicplan 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 Magicplan triggers actions in Financial Cents, and a separate workflow where Financial Cents triggers actions in Magicplan. 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 Magicplan and Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Magicplan 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.
