viaSocket

Connect Finmei and GorillaDesk 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 Customer

New Customer

Triggers when a new customer is created.

Updated Customer

Updated Customer

Trigger when an existing customer is updated.

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.

Add a Customer

Add a Customer

Adds a new customer to GorillaDesk.

Add a Lead

Add a Lead

Adds a new lead to GorillaDesk.

Add a Booking

Add a Booking

Adds a new event inside GorillaDesk with the status pending booking on the schedule.

Get Company

Get Company

Get Company for the account.

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Frequently Asked Questions

How do I start an integration between Finmei and GorillaDesk?

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

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

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

How often does the data sync between Finmei and GorillaDesk?

The data sync between Finmei and GorillaDesk 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 GorillaDesk?

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 GorillaDesk?

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

About GorillaDesk

GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.

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