Connect Finmei and 7Shifts to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

7Shifts

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

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Do thisActions

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

Create Invoice

Create Invoice

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

Get Hours and Wages report Detailed

Get Hours and Wages report Detailed

Retrieves either scheduled or actual hours and wages

List Departments

List Departments

List Departments for a company.

List Locations

List Locations

List Locations for a company.

List Roles

List Roles

Lists roles for a company.

Retrive User

Retrive User

Retrieve a specific user by User ID

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Frequently Asked Questions

How do I start an integration between Finmei and 7Shifts?

To start, connect both your Finmei and 7Shifts accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in 7Shifts (or vice versa).

Can we customize how data from Finmei is recorded in 7Shifts?

Absolutely. You can customize how Finmei data is recorded in 7Shifts. This includes choosing which data fields go into which fields of 7Shifts, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Finmei and 7Shifts?

The data sync between Finmei and 7Shifts 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 Finmei to 7Shifts?

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 Finmei and 7Shifts?

Yes, you can set conditional logic to control the flow of data between Finmei and 7Shifts. 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.

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.

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7Shifts

About 7Shifts

7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.

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