
When this happens...
New Invoice Created
New Expense Created

Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Triggers when a new member is invited in startinfinity.
Triggers when a new attributes is created.
Triggers when a new item is created.
Action is the task that follows automatically within your Finmei integrations.
Create a new invoice with buyer, seller, products, and payment details.
Gets a board in one of your workspaces.
Find a folder in one of your boards.
Gets a member of one of your workspace.
Upload a file from URL to the workspace
Create a new comment on specific item.

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To start, connect both your Finmei and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Infinity (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Infinity 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 Infinity. 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 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 MoreStartinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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