Connect Finmei and secure-doc-manager to Build Intelligent Automations
Enable Integrations or automations with these events of Finmei and secure-doc-manager
Enable Integrations or automations with these events of Finmei and secure-doc-manager
Triggers
New Invoice Created
Trigger when new invoice is created.
New Expense Created
Trigger when new expense is created.
Actions
Create Invoice
Creates an invoice in Finmei.
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Frequently Asked Questions
To start, connect both your Finmei and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Finmei data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and secure-doc-manager 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 secure-doc-manager. 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.
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About secure-doc-manager
Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
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