Connect Apollo and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account Created
New Contact
Contact Is Updated
Choose an Action
Automatically do this!
Create Invoice
List All Invoices
Update Invoice
Delete Invoice
Add Expense
Get Business Profile
Update Expense
List All Expenses
Delete Expense
Ready to use Apollo and Finmei automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
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 Apollo integrations.
Create Account
Creates a new account in Apollo using the details you provide.
Create Contact
Creates a new contact in your team's Apollo account.
Create Deal
Creates a new deal in your Apollo account.
Create Task
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Update Account
Updates an existing Apollo account with the provided account details and owner.
Find Contacts
Search for contacts by name, job title, company, or email and return matching contact information.
Know More About Apollo and Finmei Integrations
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Step by step guides to integrate Apollo and Finmei
Frequently Asked Questions
To start, connect both your Apollo and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Finmei (or vice versa).
Absolutely. You can customize how Apollo 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.
The data sync between Apollo and Finmei 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 Apollo 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.
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAbout 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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