Connect Loops.so and Finmei to Build Intelligent Automations

Choose a Trigger

Loops.so

When this happens...

Choose an Action

Finmei

Automatically do this!

Ready to use Loops.so and Finmei automations

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 Loops.so

Do thisActions

Action is the task that follows automatically within your Loops.so integrations.

Delete a contact

Delete a contact

Delete a contact by email address.

Find a contact

Find a contact

Find a contact by email address.

Update a contact in mailing list

Update a contact in mailing list

Update a contact using email id

Create a contact in mailing list

Create a contact in mailing list

Create a contact in the mailing list

Send Event

Send Event

Send an event to Loops.

Delete Contact

Delete Contact

Deletes a contact from your audience.

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Frequently Asked Questions

How do I start an integration between Loops.so and Finmei?

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

Can we customize how data from Loops.so is recorded in Finmei?

Absolutely. You can customize how Loops.so 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.

How often does the data sync between Loops.so and Finmei?

The data sync between Loops.so and Finmei 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 Loops.so to Finmei?

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 Loops.so and Finmei?

Yes, you can set conditional logic to control the flow of data between Loops.so 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.

Loops.so

About Loops.so

Loops is a platform designed to streamline and automate your business workflows, enhancing productivity and efficiency. It offers a range of tools to create, manage, and optimize various processes within your organization.

Learn More
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.

Learn More