Connect Plunk and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Contact Is Updated
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 Plunk and Financial Cents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
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 Plunk integrations.
Create Contact
Adds a new contact to Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
Track Event
Record an activity in Plunk so it is saved and visible in your account.
Send Campaign
Sends the selected campaign now or schedules it to send later.
Update Contact
Updates an existing contact or creates a new contact in Plunk.
Find Clients
Finds a client based on name.
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Frequently Asked Questions
To start, connect both your Plunk and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Plunk triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Plunk 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 Plunk 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 Plunk 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 Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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