Integrations Finmei Evolution Forms
Finmei + Evolution Forms

Connect Finmei and Evolution Forms to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

Evolution Forms

Automatically do this!

Enable Integrations or automations with these events of Finmei and Evolution Forms

Enable Integrations or automations with these events of Finmei and Evolution Forms

Triggers

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

Request a new Trigger for Finmei

Actions

Create Invoice

Create Invoice

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

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 Evolution Forms?

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

Can we customize how data from Finmei is recorded in Evolution Forms?

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

How often does the data sync between Finmei and Evolution Forms?

The data sync between Finmei and Evolution Forms 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 Evolution Forms?

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 Evolution Forms?

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

About Evolution Forms

Evolution Forms is a form designer focused on lead generation and speed.

Learn More