Connect Finmei and Doctastic Leads to Build Intelligent Automations
Enable Integrations or automations with these events of Finmei and Doctastic Leads
Enable Integrations or automations with these events of Finmei and Doctastic Leads
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.
List Invoices
Fetches all invoices from Finmei.
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Frequently Asked Questions
To start, connect both your Finmei and Doctastic Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Doctastic Leads (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Doctastic Leads. This includes choosing which data fields go into which fields of Doctastic Leads, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Doctastic Leads 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 Doctastic Leads. 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.
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About Doctastic Leads
Make your practice look fantastic! Websites, marketing, helpful articles and more! Setup your brand today and take control of your digital online presence. We are here as your digital partner allowing you more time to focus on your patients!
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