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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Action is the task that follows automatically within your Finmei integrations.
Create a new invoice with buyer, seller, products, and payment details.
Fetches all invoices from Finmei.
Generate a PDF from a template using your data and return the file or a download link.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Finmei and PDF-API.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in PDF-API.io (or vice versa).
Absolutely. You can customize how Finmei data is recorded in PDF-API.io. This includes choosing which data fields go into which fields of PDF-API.io, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and PDF-API.io 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 PDF-API.io. 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 MorePDF-API.io offers robust solutions for managing and manipulating PDF documents, providing seamless integration for developers and businesses to automate PDF-related tasks.
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