Connect Doubletick and Finmei to Build Intelligent Automations
Ready to use Doubletick and Finmei 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
Do thisActions
Action is the task that follows automatically within your Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
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Frequently Asked Questions
To start, connect both your Doubletick and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in Finmei (or vice versa).
Absolutely. You can customize how Doubletick 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 Doubletick 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 Doubletick 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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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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