Finmei + ActiveCampaign

Connect Finmei and ActiveCampaign to Build Intelligent Automations

Choose a Trigger

When this happens...

New Invoice Created
New Expense Created

Choose an Action

Automatically do this!

Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact

Ready to use Finmei and ActiveCampaign automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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

Updated Contact

Triggers when an existing contact details are updated.

New Deal Task

Triggers when a new deal task is added.

New Deal Note

Triggers when a new deal note is created.

New Contact Added to List

Triggers when a new contact is added to the list.

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.

List Invoices

Fetches all invoices from Finmei.

Find a User

Find an existing user by its email address.

Find a Deal Task

Find an existing deal task by its task title and deal id.

Find a Deal

Find an existing deal by its title or email.

Find a Contact

Retrieve contact details using either the contact ID or email address.

We'll help you get started

Our team is all set to help you!

Know More About Finmei and Activecampaign Integrations

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Frequently Asked Questions

How do I start an integration between Finmei and ActiveCampaign?

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

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

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

How often does the data sync between Finmei and ActiveCampaign?

The data sync between Finmei and ActiveCampaign 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 ActiveCampaign?

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 ActiveCampaign?

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

Accounting Business Intelligence

Learn More

About ActiveCampaign

ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.

Marketing Email Newsletters

Learn More

Connect Finmei and ActiveCampaign to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Finmei and ActiveCampaign automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Invoice Created

New Expense Created

Updated Contact

New Deal Task

New Deal Note

New Contact Added to List

Do thisActionsAction is the task that follows automatically within your Finmei integrations.

Create Invoice

List Invoices

Find a User

Find a Deal Task

Find a Deal

Find a Contact

We'll help you get started

Know More About Finmei and Activecampaign Integrations

8 Best Free Email Marketing Tools You Need in 2025

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About Finmei

About ActiveCampaign

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

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