Connect Finmei and ArcSite
Integrate Finmei with ArcSite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ArcSite when New Invoice Created in Finmei
Update Project Details in ArcSite when New Invoice Created in Finmei
Invite Collaborators to ArcSite when New Invoice Created in Finmei
Find Projects in ArcSite when New Invoice Created in Finmei
Export Proposal As PDF from ArcSite when New Invoice Created in Finmei
Popular Finmei + ArcSite flows
Start from a real workflow other teams are already running.
Choose a trigger
Finmei
When this happens...
New Invoice Created
New Expense Created
Choose an action
ArcSite
Automatically do this!
Create Project
Update Project Details
Invite Collaborators
Find Projects
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Create Project in ArcSite when New Invoice Created in Finmei
Use this flowUpdate Project Details in ArcSite when New Invoice Created in Finmei
Use this flowInvite Collaborators to ArcSite when New Invoice Created in Finmei
Use this flowFind Projects in ArcSite when New Invoice Created in Finmei
Use this flowExport Proposal As PDF from ArcSite when New Invoice Created in Finmei
Use this flowGet Proposal Line Items in Arcsite when New Invoice Created in Finmei
Use this flowGet Proposal Payments from ArcSite when New Invoice Created in Finmei
Use this flowCreate Project in ArcSite when New Expense Created in Finmei
Use this flowUpdate Project Details in ArcSite when New Expense Created in Finmei
Use this flowInvite Collaborators to ArcSite when New Expense Created in Finmei
Use this flowSupported Triggers & Actions
Everything you can automate between Finmei and ArcSite.
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 Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Remove an invoice
Create Expense
Create expense from invoice
Update Expense
Update an existing expense
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Finmei and ArcSite accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Finmei and ArcSite as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ArcSite. No coding required.
Yes. You can set up a workflow where Finmei triggers actions in ArcSite, and a separate workflow where ArcSite triggers actions in Finmei. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Finmei and ArcSite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Finmei and ArcSite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
