Connect Finmei and NetHunt CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Create Record
Update Record
Delete Record
Create Comment
Find Record
Link Gmail Thread
Ready to use Finmei and NetHunt CRM 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 Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
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 Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
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Frequently Asked Questions
To start, connect both your Finmei and NetHunt CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in NetHunt CRM (or vice versa).
Absolutely. You can customize how Finmei data is recorded in NetHunt CRM. This includes choosing which data fields go into which fields of NetHunt CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and NetHunt CRM 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 NetHunt CRM. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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