Connect Finmei and Membrain to Build Intelligent Automations
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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 Activity Created
Runs when a new activity is created in Membrain.
Prospect Is Disqualified
Runs when a prospect is disqualified.
Prospect Moves To Stage
Runs when a prospect is moved to a specific stage.
Sales Project Is Archived
Runs when a sales project is archived.
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.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
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Frequently Asked Questions
To start, connect both your Finmei and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Membrain 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 Membrain. 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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