Full list

Supported Triggers & Actions

Everything you can automate between Finmei and ClickBank.

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

New Transaction Postback

New Transaction Postback

Triggers when ClickBank sends a server-to-server postback for a new event such as an order form impression, purchase, upsell, or combined conversion.

Request a new Trigger for Finmei

Do thisActions

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

Create Invoice

Create Invoice

Create a new invoice

List All Invoices

List All Invoices

View all account invoices

Update Invoice

Update Invoice

Update an existing invoice

Delete Invoice

Delete Invoice

Remove an invoice

Create Expense

Create Expense

Create expense from invoice

Update Expense

Update Expense

Update an existing expense

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Finmei
Finmei + ClickBank
Finmei logo

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 more
Integrations ClickBank
ClickBank + Finmei
ClickBank logo

About ClickBank

ClickBank is a global digital retailer and leading affiliate marketplace. Our ecosystem enables our clients to launch, scale and support physical and digital products and connect with affiliates to promote them. We empower entrepreneurs with the freedom to work and live across the globe, fuel their purpose and live the life of their dreams.

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Frequently Asked Questions

How do I connect Finmei and ClickBank?

Sign up for a free viaSocket account, then authorize both your Finmei and ClickBank 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Finmei and ClickBank as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Finmei to ClickBank?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickBank. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Finmei triggers actions in ClickBank, and a separate workflow where ClickBank triggers actions in Finmei. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Finmei and ClickBank. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Finmei and ClickBank integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.