Connect ActiveTrail and Finmei to Build Intelligent Automations

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ActiveTrail

When this happens...

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Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Updated

Contact Updated

Triggers when a contact record in ActiveTrail is updated.

Contact Unsubscribed

Contact Unsubscribed

Triggers when a contact unsubscribes from receiving further emails.

Contact Removed From Group

Contact Removed From Group

Triggers when a contact is removed from a group (any group).

Contact Added via Signup Form

Contact Added via Signup Form

Triggers when a contact is added via a signup form.

Contact Added via Landing Page

Contact Added via Landing Page

Triggers when a contact is added via a landing page.

Contact Added to Group

Contact Added to Group

Triggers when a contact is added to a group (any group)

Do thisActions

Action is the task that follows automatically within your ActiveTrail integrations.

Delete a Group

Delete a Group

Delete a Group by ID

Get single Automation

Get single Automation

Get details of an Automation by ID

Get all Automations

Get all Automations

Get a list of all Automations

Delete a Campaign

Delete a Campaign

Delete a campaign by ID

Delete a contact

Delete a contact

Delete a single contact by ID

Add Contact to Group

Add Contact to Group

Add Contact to Group with the given external Id and external name

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Frequently Asked Questions

How do I start an integration between ActiveTrail and Finmei?

To start, connect both your ActiveTrail and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveTrail triggers actions in Finmei (or vice versa).

Can we customize how data from ActiveTrail is recorded in Finmei?

Absolutely. You can customize how ActiveTrail data is recorded in Finmei. This includes choosing which data fields go into which fields of Finmei, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ActiveTrail and Finmei?

The data sync between ActiveTrail and Finmei typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ActiveTrail to Finmei?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ActiveTrail and Finmei?

Yes, you can set conditional logic to control the flow of data between ActiveTrail and Finmei. 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.

ActiveTrail

About ActiveTrail

ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.

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Finmei

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.

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