Connect Finmei and SafetyCulture to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Find Users by Email
Create Inspection Edit Link
Create Public Inspection Report Link
Start Inspection
Start Inspection Report Export
Share Inspection
List Credential Settings
List Actions
List Feed For Groups
List Inspection Items
List Inspections
List Issue Assignees
List Issues
List Schedule Assignees
List Schedule Occurrences
List Schedules
List Site Members
List Sites
List Templates
List Feed For Users
List Course Progress
List Schedule Items
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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
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Action Created
Triggers when an action is created.
Inspection Started
Trigger when Inspection Started
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.
Find Users by Email
Finds a user in your organization by email.
Create Inspection Edit Link
Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app). Please note that the "view, edit" access level is required at a minimum to edit inspections.
Create Public Inspection Report Link
Creates a link that you can use to view an inspection report without logging in to iAuditor.
Start Inspection
Starts an inspection from a selected template.
Start Inspection Report Export
Starts exporting an inspection report to PDF or Word. We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.
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Frequently Asked Questions
To start, connect both your Finmei and SafetyCulture accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in SafetyCulture (or vice versa).
Absolutely. You can customize how Finmei data is recorded in SafetyCulture. This includes choosing which data fields go into which fields of SafetyCulture, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and SafetyCulture 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 SafetyCulture. 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 SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
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