Connect Webex Interact and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Webex Interact
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 Webex Interact 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 Webex Interact integrations.
Create Contact List
Create a contact list to organize recipients for campaigns.
List Senders
Retrieve the senders available in your account (supports pagination).
Delete Contact List
Delete a contact list.
Create Short Link
Create a short link to a webpage with optional click tracking and tags.
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 Webex Interact and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Webex Interact triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Webex Interact 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 Webex Interact 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 Webex Interact 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 Webex Interact
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
Learn MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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