Connect Finmei and Placker to Build Intelligent Automations

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Finmei

When this happens...

Choose an Action

Placker

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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

Card Created

Card Created

Triggers when card is created in a specipic board.

Card Status Changed

Card Status Changed

Triggers when card status is changed in a specipic board.

Card Archived

Card Archived

Triggers when card is archived in a specipic board.

Card Unarchived

Card Unarchived

Triggers when card is unarchived in a specipic board.

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.

Get Board Label

Get Board Label

Get labels available on Board.

Search Card

Search Card

Search cards by given title.

Add Label to Card

Add Label to Card

This action allows to add selected label to card

Create Card

Create Card

This action allows to create card on a selected list

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Frequently Asked Questions

How do I start an integration between Finmei and Placker?

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

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

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

How often does the data sync between Finmei and Placker?

The data sync between Finmei and Placker 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 Placker?

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 Placker?

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

About Placker

Placker provides planning and tracking tools to save time, avoid mistakes and get work done.

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