Connect Qminder and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
Add visitor to queue
visitor checks in
Mark visitor as served
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 Qminder and Financial Cents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
Mark visitor as served
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Do thisActions
Action is the task that follows automatically within your Qminder integrations.
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
Update Contact
Update an existing contact, probably with input from previous steps.
Find Contacts
Finds a contact based on name.
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Frequently Asked Questions
To start, connect both your Qminder and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Qminder 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 Qminder 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 Qminder 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 Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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