Connect Finmei and dashclicks to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

dashclicks

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Enable Integrations or automations with these events of Finmei and dashclicks

Enable Integrations or automations with these events of Finmei and dashclicks

Triggers

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Actions

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products and payment details.

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Frequently Asked Questions

How do I start an integration between Finmei and dashclicks?

To start, connect both your Finmei and dashclicks accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in dashclicks (or vice versa).

Can we customize how data from Finmei is recorded in dashclicks?

Absolutely. You can customize how Finmei data is recorded in dashclicks. This includes choosing which data fields go into which fields of dashclicks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Finmei and dashclicks?

The data sync between Finmei and dashclicks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Finmei to dashclicks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Finmei and dashclicks?

Yes, you can set conditional logic to control the flow of data between Finmei and dashclicks. 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.

Finmei

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.

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dashclicks

About dashclicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

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