Connect Visualvisitor and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Visualvisitor
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 Visualvisitor and Financial Cents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 .
Delete Client
Trigger when client delete.
Do thisActions
Action is the task that follows automatically within your Visualvisitor integrations.
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
PlusPerson Create a bulk leads job
Create a job to bulk upload leads efficiently in one go.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
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Frequently Asked Questions
To start, connect both your Visualvisitor and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Visualvisitor triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Visualvisitor 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 Visualvisitor 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 Visualvisitor 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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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