Connect Routee and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
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 Routee and Financial Cents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee 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
Delete Contact
Trigger when contact delete .
Do thisActions
Action is the task that follows automatically within your Routee integrations.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
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Frequently Asked Questions
To start, connect both your Routee and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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