Integrations Finmei Planbox Innovation Central
Finmei + Planbox Innovation Central

Connect Finmei and Planbox Innovation Central to Build Intelligent Automations

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Finmei

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Choose an Action

Planbox Innovation Central

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Enable Integrations or automations with these events of Finmei and Planbox Innovation Central

Enable Integrations or automations with these events of Finmei and Planbox Innovation Central

Triggers

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Actions

Create Invoice

Create Invoice

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

List Invoices

List Invoices

Fetches all invoices from Finmei.

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Frequently Asked Questions

How do I start an integration between Finmei and Planbox Innovation Central?

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

Can we customize how data from Finmei is recorded in Planbox Innovation Central?

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

How often does the data sync between Finmei and Planbox Innovation Central?

The data sync between Finmei and Planbox Innovation Central 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 Planbox Innovation Central?

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 Planbox Innovation Central?

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

About Planbox Innovation Central

Planbox Innovation Central is a best-in-class workflow-driven online portal and tool for your employees, customers, partners and community to collaborate, discover, evaluate, manage, and develop creative ideas and actionable solutions.

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