Connect Microsoft Excel and Financial Cents to Build Intelligent Automations
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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 Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
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Step by step guides to integrate Microsoft Excel and Financial Cents
Frequently Asked Questions
To start, connect both your Microsoft Excel and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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