Connect Finmei and GenPage to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
Create or Update Lead
Create a new lead or update an existing lead in GenPage.
Search Lead
Fetches lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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Frequently Asked Questions
To start, connect both your Finmei and GenPage accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in GenPage (or vice versa).
Absolutely. You can customize how Finmei data is recorded in GenPage. This includes choosing which data fields go into which fields of GenPage, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and GenPage 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 Finmei and GenPage. 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 Finmei
Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.
Learn MoreAbout GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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