Connect Finmei and Guru to Build Intelligent Automations

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Finmei

When this happens...

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Guru

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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

Card Created

Card Created

Trigger when a user creates a card.

Board Created

Board Created

Trigger when a new Board Created.

Board Updated

Board Updated

Trigger when a new Board Updated.

Board Deleted

Board Deleted

Trigger when a new Board Deleted.

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 Card

Create Card

Creates a new Card.

Update Card

Update Card

Updates the created card.

Delete Card

Delete Card

Deletes an existing card.

Ask a Question

Ask a Question

Submits a question to Guru and returns the answer.

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Frequently Asked Questions

How do I start an integration between Finmei and Guru?

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

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

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

How often does the data sync between Finmei and Guru?

The data sync between Finmei and Guru 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 Guru?

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 Guru?

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

About Guru

Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.

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