Connect Finmei and EyeLevel AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Create Bucket
Update Bucket
Delete Bucket
Create Group
Update Group
Delete Group
Add Bucket
Remove Bucket
Crawl Website
Ingest Remote Document
Delete Ingest Document
Find Group by Name
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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
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
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 Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
Create Group
Creates a Group.
Update Group
Update an existing group.
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Frequently Asked Questions
To start, connect both your Finmei and EyeLevel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in EyeLevel AI (or vice versa).
Absolutely. You can customize how Finmei data is recorded in EyeLevel AI. This includes choosing which data fields go into which fields of EyeLevel AI, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and EyeLevel AI 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 EyeLevel AI. 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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