Connect Buddy and Finmei to Build Intelligent Automations

Choose a Trigger

Buddy

When this happens...

Choose an Action

Finmei

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

Request a new Trigger for Buddy

Do thisActions

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

User Info

User Info

Get the current logged in user info.

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products and payment details.

Request a new Action for Buddy

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Frequently Asked Questions

How do I start an integration between Buddy and Finmei?

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

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

Absolutely. You can customize how Buddy 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 Buddy and Finmei?

The data sync between Buddy 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 Buddy 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 Buddy and Finmei?

Yes, you can set conditional logic to control the flow of data between Buddy 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.

Buddy

About Buddy

Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.

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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.

Learn More