Enable Integrations or automations with these events of umbraco and Financial Cents
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Trigger when contact delete .
Trigger when client delete.
Finds a client based on name.
Create a new contact.
Create a client
Update an existing contact, probably with input from previous steps.
Finds a contact based on name.
Finds a template based on title.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your umbraco and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in umbraco triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how umbraco 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 umbraco 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 umbraco 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.
Umbraco is a content management system to help create and update your website. With Umbraco, you get a content management system known and loved for its flexibility and great editing experience.
Learn MoreFinancial Cents is a project and customer management software for bookkeepers and accountants
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