Connect Finmei and Drift to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Ready to use Finmei and Drift automations
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 invoice with items
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Delete an invoice from Finmei
Add Expense
Add expense via invoice file
Get Business Profile
Get business profile info
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Frequently Asked Questions
To start, connect both your Finmei and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Drift (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Drift 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 Drift. 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 Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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