viaSocket

Connect Finmei and GanttPRO to Build Intelligent Automations

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Finmei

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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

New Task

Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.

New Comment

New Comment

Returns comments added to the selected task within the past specified number of minutes.

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.

List Invoices

List Invoices

Fetches all invoices from Finmei.

Create Task

Create Task

Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.

Create Project

Create Project

Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).

Delete Task

Delete Task

Permanently deletes the selected task from the specified GanttPRO project.

Update task

Update task

Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.

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Frequently Asked Questions

How do I start an integration between Finmei and GanttPRO?

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

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

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

How often does the data sync between Finmei and GanttPRO?

The data sync between Finmei and GanttPRO 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 GanttPRO?

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 GanttPRO?

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

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GanttPRO

About GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

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