Connect Membrain and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
Contact Is Updated
Company Is Updated
Choose an Action
Automatically do this!
Create Invoice
Ready to use Membrain and Finmei automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
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 Membrain integrations.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
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Frequently Asked Questions
To start, connect both your Membrain and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Finmei (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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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