Connect Finmei and SurveySparrow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact by Email
Search Contact
Create User
Update User
Search User
Delete User
Create Contact List
Update Contact List
Search Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey
Create Survey Folder
Update Survey
Search Contact Property
Update Survey Folder
Delete Survey folder
Ready to use Finmei and SurveySparrow automations
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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
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list is created.
New Contact Property
Triggers when a new contact property is created.
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.
List Invoices
Fetches all invoices from Finmei.
Create Contact
Creates a new contact.
Update Contact
Update an existing contact by its email.
Delete Contact by Email
Deletes a contact from SurveySparrow using the provided email address.
Search Contact
Find a contact by its email id.
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Frequently Asked Questions
To start, connect both your Finmei and SurveySparrow accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in SurveySparrow (or vice versa).
Absolutely. You can customize how Finmei data is recorded in SurveySparrow. This includes choosing which data fields go into which fields of SurveySparrow, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and SurveySparrow 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 SurveySparrow. 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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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