Connect Finmei and ClickUp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create Task
Get User Info
Create a Space
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
Create New Document
Create New Document Page
Create Subtask
Ready to use Finmei and ClickUp automations
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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 Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice with buyer, seller, products and payment details.
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
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Frequently Asked Questions
To start, connect both your Finmei and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in ClickUp (or vice versa).
Absolutely. You can customize how Finmei data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and ClickUp 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 ClickUp. 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 ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
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