Connect Finmei and ClickSend SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Send MMS Campaign
Delete Contact
Send Fax
Send SMS Campaign
Create Contact
Send Letter
Send Voice
Search Contact
Delete Contact List
Add Contact to List
Send MMS
Send SMS
Send Postcard
Update Contact
Search Account Details
Search Country code
Search Master Email Templates
Search Sms History
Search Contact Details
Search contact
Search Contact List
Ready to use Finmei and ClickSend SMS automations
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
New SMS Send
Triggers when new sms is send by clicksend.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create invoice with items
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Delete an invoice from Finmei
Add Expense
Add expense via invoice file
Get Business Profile
Get business profile info
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Frequently Asked Questions
To start, connect both your Finmei and ClickSend SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in ClickSend SMS (or vice versa).
Absolutely. You can customize how Finmei data is recorded in ClickSend SMS. This includes choosing which data fields go into which fields of ClickSend SMS, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and ClickSend SMS 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 ClickSend SMS. 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.
Learn MoreAbout ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn More
