Enable Integrations or automations with these events of Finmei and zixflow
runs when new invoice is created
runs when New Expense Created
Create a new invoice with buyer, seller, products, and payment details.
Fetches all invoices from Finmei.
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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 zixflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in zixflow (or vice versa).
Absolutely. You can customize how Finmei data is recorded in zixflow. This includes choosing which data fields go into which fields of zixflow, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and zixflow 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 zixflow. 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 MoreZixflow is your all-in-one workspace to help you drive success. Craft your own CRM, workflow automation, and engagement via email, SMS, or WhatsApp.
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