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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 Registrant
Triggers when a new participant register for an Event
Registrant Attended
Triggers when a registrant attended an Event Session that just ended
Registrant Didn't Attend
Triggers when a registrant didn't attend an Event Session that just ended
Registrant Watched Reply
Triggers when a registrant has watched an replay of an Event Session
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
List Invoices
Fetches all invoices from Finmei.
Create Session
Create an Event Session
Remove Session
Deletes a Session
Remove Registrant
Remove someone from a session
Remove Event
Delete an event
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Frequently Asked Questions
To start, connect both your Finmei and Livestorm accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Livestorm (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Livestorm. This includes choosing which data fields go into which fields of Livestorm, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Livestorm 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 Livestorm. 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 Livestorm
Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.
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