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

Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
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 company is created.
Triggers when a new contact is created.
Triggers when task is updated.
Triggers when a Lead's responsible user is changed in your Kommo account.
Action is the task that follows automatically within your Finmei integrations.
Create invoice with items
View all account invoices
Update an existing invoice
Delete an invoice from Finmei
Add expense via invoice file
Get business profile info
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To start, connect both your Finmei and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Kommo (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Kommo 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 Kommo. 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 MoreKommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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