Connect Finmei and Wodify to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Expense Created
Choose an Action
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Activate or Deactivate Client
Ready to use Finmei and Wodify automations
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
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 Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Delete Membership
Delete a client's membership by its membership ID.
Create Membership
Create a client membership from a template with a payment plan; optionally add attendance limits, expiration, discounts, locations, or programs.
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Frequently Asked Questions
To start, connect both your Finmei and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Wodify (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Wodify 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 Wodify. 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.
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