Connect Finmei and Onsched to Build Intelligent Automations

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Finmei

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Onsched

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

Create Appointment

Create Appointment

Create a new customer appointment with date, time, and location

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Do thisActions

Action is the task that follows automatically within your Finmei integrations.

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products, and payment details.

List Invoices

List Invoices

Fetches all invoices from Finmei.

Create Appointment

Create Appointment

Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.

Create customer

Create customer

Add a new customer to Onsched with their contact details and notification preferences.

Create Resource

Create Resource

Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.

Create a booking service

Create a booking service

Create a new service customers can book and set its duration, availability, locations, and resources.

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Frequently Asked Questions

How do I start an integration between Finmei and Onsched?

To start, connect both your Finmei and Onsched accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Onsched (or vice versa).

Can we customize how data from Finmei is recorded in Onsched?

Absolutely. You can customize how Finmei data is recorded in Onsched. This includes choosing which data fields go into which fields of Onsched, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Finmei and Onsched?

The data sync between Finmei and Onsched typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Finmei to Onsched?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Finmei and Onsched?

Yes, you can set conditional logic to control the flow of data between Finmei and Onsched. 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

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.

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Onsched

About Onsched

Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.

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