Connect Finmei and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Ready to use Finmei and Financial Cents automations
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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
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client 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.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
Update Contact
Update an existing contact, probably with input from previous steps.
Find Contacts
Finds a contact based on name.
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Frequently Asked Questions
To start, connect both your Finmei and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Financial Cents. This includes choosing which data fields go into which fields of Financial Cents, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Financial Cents 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 Financial Cents. 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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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