Connect Finmei and client diary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
- Request a new Action for client diary
Enable Integrations or automations with these events of Finmei and client diary
Enable Integrations or automations with these events of Finmei and client diary
Triggers
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Actions
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
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Frequently Asked Questions
To start, connect both your Finmei and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in client diary (or vice versa).
Absolutely. You can customize how Finmei data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and client diary 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 client diary. 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 client diary
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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