Connect Finmei and Picky Assist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
- Request a new Action for Picky Assist
Enable Integrations or automations with these events of Finmei and Picky Assist
Enable Integrations or automations with these events of Finmei and Picky Assist
Triggers
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Actions
Create Invoice
Create a new invoice
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
Delete Invoice
Remove an invoice
Create Expense
Create expense from invoice
Get Business Profile
Retrieve business profile info
viaSocket Support
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Frequently Asked Questions
To start, connect both your Finmei and Picky Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Picky Assist (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Picky Assist. This includes choosing which data fields go into which fields of Picky Assist, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Picky Assist 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 Picky Assist. 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 Picky Assist
Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps
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