Connect KIXIE and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ended
Call Started
Choose an Action
Automatically do this!
Create Invoice
List All Invoices
Update Invoice
Delete Invoice
Create Expense
Update Expense
List Expenses
Delete Expense
Ready to use KIXIE and Finmei automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ended
Triggers your workflow when a Kixie voice call ends.
Call Started
Notifies the configured webhook when a call begins, delivering key call details.
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 KIXIE integrations.
Send a Team SMS
Sends auto-sms from a Team SMS Inbox phone number.
Send to Queue
Send a call to a queue
Make a Call
Places an outbound call through Kixie PowerCall.
Create Invoice
Create a new invoice
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
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Frequently Asked Questions
To start, connect both your KIXIE and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Finmei (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in Finmei. This includes choosing which data fields go into which fields of Finmei, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and Finmei 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 KIXIE and Finmei. 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 KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
Learn MoreAbout 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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