Connect Common Room and Finmei to Build Intelligent Automations

Choose a Trigger

Common Room

When this happens...

Choose an Action

Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Trigger when new invoice is created.

New Expense Created

New Expense Created

Trigger when new expense is created.

Request a new Trigger for Common Room

Do thisActions

Action is the task that follows automatically within your Common Room integrations.

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

List Activity Types

List Activity Types

Get allActivity Types from Common Room

List Segments

List Segments

Get all segments from Common Room

List Tags

List Tags

Get all tags from Common Room.

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Frequently Asked Questions

How do I start an integration between Common Room and Finmei?

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

Can we customize how data from Common Room is recorded in Finmei?

Absolutely. You can customize how Common Room 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 Common Room and Finmei?

The data sync between Common Room 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 Common Room 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 Common Room and Finmei?

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

Common Room

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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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