Connect Finmei and SandeshChat to Build Intelligent Automations

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SandeshChat

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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

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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.

Send Template Message

Send Template Message

Send a SandeshChat template message to a recipient's phone number.

Send Session Message

Send Session Message

Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.

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Frequently Asked Questions

How do I start an integration between Finmei and SandeshChat?

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

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

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

How often does the data sync between Finmei and SandeshChat?

The data sync between Finmei and SandeshChat 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 SandeshChat?

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 SandeshChat?

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

About SandeshChat

SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.

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