Connect Finmei and sourcewhale to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

sourcewhale

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Enable Integrations or automations with these events of Finmei and sourcewhale

Enable Integrations or automations with these events of Finmei and sourcewhale

Triggers

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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Actions

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products and payment details.

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Frequently Asked Questions

How do I start an integration between Finmei and sourcewhale?

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

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

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

How often does the data sync between Finmei and sourcewhale?

The data sync between Finmei and sourcewhale 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 sourcewhale?

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 sourcewhale?

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

About sourcewhale

SourceWhale is a recruitment engagement platform for teams to execute their daily activities and make more placements, faster.

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