Connect Finmei and Heepsy to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

Heepsy

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Enable Integrations or automations with these events of Finmei and Heepsy

Enable Integrations or automations with these events of Finmei and Heepsy

Triggers

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Actions

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products, and payment details.

List Invoices

List Invoices

Fetches all invoices from Finmei.

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Frequently Asked Questions

How do I start an integration between Finmei and Heepsy?

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

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

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

How often does the data sync between Finmei and Heepsy?

The data sync between Finmei and Heepsy 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 Heepsy?

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 Heepsy?

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

About Heepsy

Heepsy is a platform designed to help businesses and marketers find and analyze influencers for their marketing campaigns. It provides tools to search for influencers based on various criteria, analyze their profiles, and manage influencer marketing campaigns effectively.

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