Integrate Sendme with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact in Sendme when New Contact in Financial Cents
Update Contact in Sendme when New Client in Financial-cents
Update Contact in Sendme when Update Client in Financial-cents
Create Contact in Sendme when Update Client in Financial-cents
Update Contact in Sendme when Delete Client in Financial Cents
Start from a real workflow other teams are already running.
Sendme
When this happens...
New or Update Contact
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Update Contact in Sendme when New Contact in Financial Cents
Use this flowUpdate Contact in Sendme when New Client in Financial-cents
Use this flowUpdate Contact in Sendme when Update Client in Financial-cents
Use this flowCreate Contact in Sendme when Update Client in Financial-cents
Use this flowUpdate Contact in Sendme when Delete Client in Financial Cents
Use this flowCreate Contact in Sendme when Delete Client in Financial Cents
Use this flowCreate Contact in Sendme when New Contact in Financial Cents
Use this flowCreate Contact in Sendme when Delete Contact from Financial Cents
Use this flowUpdate Contact in Sendme when Delete Contact from Financial Cents
Use this flowCreate Contact in Sendme when Update Contact in Financial-cents
Use this flowEverything you can automate between Sendme and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created or Updated.
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Action is the task that follows automatically within your Sendme integrations.
Update contact in Sendme.
Create contact in Sendme
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn moreFinancial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSign up for a free viaSocket account, then authorize both your Sendme 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 Sendme 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 Sendme triggers actions in Financial Cents, and a separate workflow where Financial Cents triggers actions in Sendme. 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 Sendme and Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sendme 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.