Connect Finmei and RemOnline
Integrate Finmei with RemOnline to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Asset in RemOnline when New Invoice Created in Finmei
Change Order Status in RemOnline when New Invoice Created in Finmei
Find or Create Asset in RemOnline when New Invoice Created in Finmei
Create a Lead in RemOnline when New Invoice Created in Finmei
Create a Order in RemOnline when New Invoice Created in Finmei
Popular Finmei + RemOnline flows
Start from a real workflow other teams are already running.
Choose a trigger
Finmei
When this happens...
New Invoice Created
New Expense Created
Choose an action
RemOnline
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
Create Asset in RemOnline when New Invoice Created in Finmei
Use this flowChange Order Status in RemOnline when New Invoice Created in Finmei
Use this flowFind or Create Asset in RemOnline when New Invoice Created in Finmei
Use this flowCreate a Lead in RemOnline when New Invoice Created in Finmei
Use this flowCreate a Order in RemOnline when New Invoice Created in Finmei
Use this flowCreate a Client in RemOnline when New Invoice Created in Finmei
Use this flowFind or Create Client in RemOnline when New Invoice Created in Finmei
Use this flowCreate a Payment in RemOnline when New Invoice Created in Finmei
Use this flowList Tasks in Remonline when New Invoice Created in Finmei
Use this flowList Inquiry Statuses from RemOnline when New Invoice Created in Finmei
Use this flowSupported Triggers & Actions
Everything you can automate between Finmei and RemOnline.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
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
Update Expense
Update an existing expense
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Finmei and RemOnline accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Finmei and RemOnline as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach RemOnline. No coding required.
Yes. You can set up a workflow where Finmei triggers actions in RemOnline, and a separate workflow where RemOnline triggers actions in Finmei. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Finmei and RemOnline. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Finmei and RemOnline integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
