viaSocket

Connect Finmei and Zoho Campaigns to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

Zoho Campaigns

Automatically do this!

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

Request a new Trigger for Finmei

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.

Get Mailing Lists

Get Mailing Lists

Get all existing mailing lists.

List Contacts

List Contacts

Get all List of Contacts.

List All Contact Fields

List All Contact Fields

Get All Contact Fields.

List Segment Contacts

List Segment Contacts

Get all Segment Contacts.

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Frequently Asked Questions

How do I start an integration between Finmei and Zoho Campaigns?

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

Can we customize how data from Finmei is recorded in Zoho Campaigns?

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

How often does the data sync between Finmei and Zoho Campaigns?

The data sync between Finmei and Zoho Campaigns 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 Zoho Campaigns?

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 Zoho Campaigns?

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

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

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