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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Triggered when a appointment is booked in Trafft.
Triggered when an appointment is canceled in Trafft.
Triggered when an existing appointment is rescheduled in Trafft.
Triggered when an existing appointment status is changed in Trafft.
Action is the task that follows automatically within your Finmei integrations.
Create a new invoice with buyer, seller, products, and payment details.
Fetches all invoices from Finmei.
Creates a new bookings in Trafft.
Retrieves a list of all services.
Create's a new customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
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 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 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 MoreTrafft 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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