Connect Finmei and Webtiger 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 Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate 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.
Add Lead
Creates a new lead
Add Contract
Creates a new contract
Add Customer
Creates a new customer in the system
Add Estimate
Creates a new estimate in the system
Add Project
Triggers when a new project is created
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Frequently Asked Questions
To start, connect both your Finmei and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Webtiger 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 Webtiger. 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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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