Connect Finmei and assessteam to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

assessteam

Automatically do this!

Enable Integrations or automations with these events of Finmei and assessteam

Enable Integrations or automations with these events of Finmei and assessteam

Triggers

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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Actions

Create Invoice

Create Invoice

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

List Invoices

List Invoices

Fetches all invoices from Finmei.

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Frequently Asked Questions

How do I start an integration between Finmei and assessteam?

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

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

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

How often does the data sync between Finmei and assessteam?

The data sync between Finmei and assessteam 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 assessteam?

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 assessteam?

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

About assessteam

AssessTEAM is a cloud-based performance management & productivity analysis software. We deliver traditional annual reviews, 360-degree feedback, real-time reviews, continuous feedback, project performance evaluation and team profitability analysis.

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