Financial Cents touchSMS

Attach call recordings to project tasks

Once a call recording becomes available in touchSMS, post a comment with the audio details to the corresponding task in Financial Cents.

Try:

See all Financial Cents + touchSMS integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Financial Cents Explore Financial Cents →

Triggers
New task created

Fires when a new task or card is created in Financial Cents.

Task completed

Fires when a task in Financial Cents is marked complete.

Due date approaching

Fires when a task's due date in Financial Cents is coming up.

Comment added

Fires when a comment is added to a task in Financial Cents.

Actions
Create task

Creates a new task in Financial Cents.

Update task

Updates a task's status or assignee in Financial Cents.

Add comment

Posts a comment on a task in Financial Cents.

Move task

Moves a task in Financial Cents to a different board or list.

touchSMS Explore touchSMS →

Triggers
New inbound SMS

Fires when a new text message is received in touchSMS.

New call

Fires when a new call comes in or out through touchSMS.

Missed call

Fires when a call is missed in touchSMS.

Call recording ready

Fires when a call recording finishes processing in touchSMS.

Actions
Send an SMS or MMS

Sends a text message through touchSMS.

Place an outbound call

Starts an outbound call via touchSMS.

Create or update a contact

Creates or updates a contact in touchSMS.

Send a voice message

Sends a recorded voice message via touchSMS.

Log missed calls as follow-up tasks When a customer call goes unanswered in touchSMS, automatically create a follow-up task in Financial Cents so team members can return the call. See details
Send SMS notifications when tasks are completed When a project task is marked complete in Financial Cents, automatically send a confirmation text message to the client through touchSMS. See details

See all Financial Cents + touchSMS integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Attach call recordings to project tasks” between Financial Cents and touchSMS?

Yes — describe it in the box above and Knit's Integrations Agent researches Financial Cents and touchSMS's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can connecting touchSMS with Financial Cents help manage missed customer calls?

You can set up an integration so every missed call in touchSMS creates a task in Financial Cents, ensuring your team follows up promptly.

Can project updates in Financial Cents send notifications to clients?

Yes, completing a task or reaching a due date in Financial Cents can prompt touchSMS to send a text message directly to the customer.

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