Connect Finmei and Simpro
Integrate Finmei with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Finmei when New Company Customer in Simpro
List All Invoices from Finmei when New Company Customer in Simpro
Update Invoice in Finmei when New Company Customer in Simpro
Delete Invoice in Finmei when New Company Customer in Simpro
Create Expense in Finmei when New Company Customer in Simpro
Popular Finmei + Simpro 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
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Staff Members
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
List All Project Tags
List All Companies
Create Invoice in Finmei when New Company Customer in Simpro
Use this flowList All Invoices from Finmei when New Company Customer in Simpro
Use this flowUpdate Invoice in Finmei when New Company Customer in Simpro
Use this flowDelete Invoice in Finmei when New Company Customer in Simpro
Use this flowCreate Expense in Finmei when New Company Customer in Simpro
Use this flowUpdate Expense in Finmei when New Company Customer in Simpro
Use this flowList Expenses from Finmei when New Company Customer in Simpro
Use this flowDelete Expense in Finmei when New Company Customer in Simpro
Use this flowCreate Invoice in Finmei when Company Customer Updated in Simpro
Use this flowList All Invoices from Finmei when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Finmei and Simpro.
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 Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
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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AI will build it for you
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 more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Finmei and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Finmei triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Finmei and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
