Connect Finmei and 2Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Ready to use Finmei and 2Chat automations
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
New WhatsApp Message Received
Runs when a new WhatsApp message is received in 2Chat.
New WhatsApp Message Sent
Runs when a new WhatsApp message is sent in 2Chat.
New WhatsApp Message
Runs when a new WhatsApp message is sent or received.
WhatsApp Call Received
Runs when a new WhatsApp call is received.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
Create Contact
Creates a new contact in your system with the provided contact details.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Set WhatsApp About
Sets the About text on your 2Chat-connected WhatsApp number.
Send WhatsApp Text Message
Sends a text message to a WhatsApp-enabled phone number.
Check Phone Number On WhatsApp
Checks whether a given phone number has an active WhatsApp account.
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Frequently Asked Questions
To start, connect both your Finmei and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how Finmei data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and 2Chat 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 Finmei and 2Chat. 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 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 MoreAbout 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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