Connect Finmei and Zoho Catalyst to Build Intelligent Automations

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Finmei

When this happens...

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Zoho Catalyst

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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

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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.

Delete project

Delete project

Delete a project in Zoho Catalyst.

Search Project

Search Project

Get details for a Zoho Catalyst project

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Frequently Asked Questions

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

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

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

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

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

The data sync between Finmei and Zoho Catalyst 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 Catalyst?

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 Catalyst?

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

About Zoho Catalyst

Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.

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