Connect Finmei and Trafft 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

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

Appointment Booked

Appointment Booked

Triggered when a appointment is booked in Trafft.

Appointment Canceled

Appointment Canceled

Triggered when an appointment is canceled in Trafft.

Appointment Rescheduled

Appointment Rescheduled

Triggered when an existing appointment is rescheduled in Trafft.

Appointment Status Changed

Appointment Status Changed

Triggered when an existing appointment status is changed in Trafft.

Do thisActions

Action is the task that follows automatically within your Finmei integrations.

Create Invoice

Create Invoice

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

List Invoices

List Invoices

Fetches all invoices from Finmei.

Create Booking

Create Booking

Creates a new bookings in Trafft.

List All Services

List All Services

Retrieves a list of all services.

Create Customer

Create Customer

Create's a new customer.

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Frequently Asked Questions

How do I start an integration between Finmei and Trafft?

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

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

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

How often does the data sync between Finmei and Trafft?

The data sync between Finmei and Trafft 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 Trafft?

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 Trafft?

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

About Trafft

Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.

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