Connect Finmei and Guidebook to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Ready to use Finmei and Guidebook automations
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 Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create invoice with items
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Delete an invoice from Finmei
Add Expense
Add expense via invoice file
Get Business Profile
Get business profile info
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Frequently Asked Questions
To start, connect both your Finmei and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Guidebook (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Guidebook 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 Guidebook. 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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