Connect Finmei and Zoho cliq to Build Intelligent Automations
Ready to use Finmei and Zoho cliq 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
New Message
Triggers when a new message is sent/received.
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.
Broadcast a Bot Message
Send a message to all subscribers of a bot
Send Channel Message
Send a message to a specific channel.
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Frequently Asked Questions
To start, connect both your Finmei and Zoho cliq accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Zoho cliq (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Zoho cliq. This includes choosing which data fields go into which fields of Zoho cliq, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Zoho cliq 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 Zoho cliq. 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 Zoho cliq
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
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