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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Trigger when new contact is created.
Triggers when a new user is created.
Triggers when a new brand is created.
Triggers when a new brand property is created.
Action is the task that follows automatically within your Finmei integrations.
Create a new invoice with buyer, seller, products, and payment details.
Create a new contact or update an existing contact in the selected BigMailer brand; optionally add the contact to a list or unsubscribe them from all campaigns.
Create a new mailing list.
Update details of an existing list
Creates a new field.
Update the selected field's details.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Finmei and BigMailer accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in BigMailer (or vice versa).
Absolutely. You can customize how Finmei data is recorded in BigMailer. This includes choosing which data fields go into which fields of BigMailer, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and BigMailer 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 BigMailer. 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 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 MoreBigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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