Connect Finmei and DragApp to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

DragApp

Automatically do this!

Ready to use Finmei and DragApp automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

Request a new Trigger for Finmei

Do thisActions

Action is the task that follows automatically within your Finmei integrations.

Create Invoice

Create Invoice

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

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

Request a new Action for Finmei

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Finmei and DragApp?

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

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

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

How often does the data sync between Finmei and DragApp?

The data sync between Finmei and DragApp 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 DragApp?

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 DragApp?

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

Learn More
DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

Learn More