Connect Finmei and Conversion Chats to Build Intelligent Automations
Ready to use Finmei and Conversion Chats 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
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.
List Invoices
Fetches all invoices from Finmei.
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
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Frequently Asked Questions
To start, connect both your Finmei and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Conversion Chats 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 Conversion Chats. 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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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