Connect Finmei and Toodledo to Build Intelligent 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 Note
Triggers when new note is Created.
New Task
Triggers when new Tasks is Created.
New Task in Context
Triggers when New Task is Created in Context.
New Task in Folder
Triggers when New Task is Created in Specific Folder.
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 Folder
Creates a new Folder.
Create Note
Create a Note in Folder.
Create Task
Creates a Task.
Delete Folder
Delete an Existing Folder.
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Frequently Asked Questions
To start, connect both your Finmei and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Toodledo 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 Toodledo. 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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