Connect Finmei and Voucherify to Build Intelligent Automations

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Voucherify

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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

Voucher Created

Voucher Created

Trigger when a new voucher is created.

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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 Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

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Frequently Asked Questions

How do I start an integration between Finmei and Voucherify?

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

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

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

How often does the data sync between Finmei and Voucherify?

The data sync between Finmei and Voucherify 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 Voucherify?

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 Voucherify?

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

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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