Connect Finmei and Doclift PDF to Build Intelligent 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.
Create Document from Template
Create a document from a template using provided field values and an optional tag.
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Frequently Asked Questions
To start, connect both your Finmei and Doclift PDF accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Doclift PDF (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Doclift PDF. This includes choosing which data fields go into which fields of Doclift PDF, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Doclift PDF 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 Doclift PDF. 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 Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
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