Full list

Supported Triggers & Actions

Everything you can automate between Gupshup and Finmei.

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 Gupshup

Do thisActions

Action is the task that follows automatically within your Gupshup integrations.

Set User Opt Status

Set User Opt Status

Sets whether a user is opted in or opted out for messaging.

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a selected WhatsApp template to a contact via Gupshup. Fill template placeholders, provide App Name and sender/recipient numbers, and optionally attach an image, video, or document.

Send WhatsApp Message

Send WhatsApp Message

Send WhatsApp message

Create Invoice

Create Invoice

Create a new invoice

List All Invoices

List All Invoices

View all account invoices

Update Invoice

Update Invoice

Update an existing invoice

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Gupshup
Gupshup + Finmei
Gupshup  logo

About Gupshup

Gupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.

Learn more
Integrations Finmei
Finmei + Gupshup
Finmei logo

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 more

Frequently Asked Questions

How do I connect Gupshup and Finmei?

Sign up for a free viaSocket account, then authorize both your Gupshup and Finmei accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Gupshup and Finmei as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Gupshup to Finmei?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Finmei. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Gupshup triggers actions in Finmei, and a separate workflow where Finmei triggers actions in Gupshup . Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Gupshup and Finmei. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Gupshup and Finmei integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.