Connect Teamhood and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
Item Created
Item 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 Teamhood and Financial Cents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is updated.
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 Teamhood integrations.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
Create Board Row
Creates a new row on a Teamhood board with a title, start date, and end date.
Create Board
Creates a new board in Teamhood to organize tasks and projects.
Delete Item
Removes an item from Teamhood.
Find Clients
Finds a client based on name.
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Frequently Asked Questions
To start, connect both your Teamhood and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Teamhood 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 Teamhood 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 Teamhood 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn More
