Connect Finmei and Cloze
Integrate Finmei with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New Invoice Created in Finmei
Create ToDo in Cloze when New Invoice Created in Finmei
Add a Communication Record in Cloze when New Invoice Created in Finmei
Create a Person in Cloze when New Invoice Created in Finmei
Create a Project in Cloze when New Invoice Created in Finmei
Popular Finmei + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Finmei
When this happens...
New Invoice Created
New Expense Created
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when New Invoice Created in Finmei
Use this flowCreate ToDo in Cloze when New Invoice Created in Finmei
Use this flowAdd a Communication Record in Cloze when New Invoice Created in Finmei
Use this flowCreate a Person in Cloze when New Invoice Created in Finmei
Use this flowCreate a Project in Cloze when New Invoice Created in Finmei
Use this flowCreate Timeline Event in Cloze when New Invoice Created in Finmei
Use this flowCreate a Note in Cloze when New Invoice Created in Finmei
Use this flowList all Project from Cloze when New Invoice Created in Finmei
Use this flowList People from Cloze when New Invoice Created in Finmei
Use this flowList Companies from Cloze when New Invoice Created in Finmei
Use this flowSupported Triggers & Actions
Everything you can automate between Finmei and Cloze.
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
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Remove an invoice
Create Expense
Create expense from invoice
Update Expense
Update an existing expense
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Finmei and Cloze 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.
Yes. viaSocket uses instant triggers where available, so data moves between Finmei and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Finmei triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Finmei. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Finmei and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Finmei and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
