Connect Finmei and Respond.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Add Comment
Add Space Tag
Add Tags
Create Contact
Create Cusom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
Find Message
Find Contact Channel
Delete Space Tag
Delete Contact
List All Custom Fields
Send Message
Find User
Find Custom Fields
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Actions and Triggers
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
New Contact
Triggers when new contact created.
Do thisActions
Action is the task that follows automatically within your Finmei integrations.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
List Invoices
Fetches all invoices from Finmei.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
Add Comment
Adds a comment to a conversation
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Frequently Asked Questions
To start, connect both your Finmei and Respond.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Respond.io (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Respond.io. This includes choosing which data fields go into which fields of Respond.io, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Respond.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 Respond.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.
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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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