Connect Onsched and Finmei to Build Intelligent Automations

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Onsched

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Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Appointment

Create Appointment

Create a new customer appointment with date, time, and location

New Invoice Created

New Invoice Created

Trigger when new invoice is created.

New Expense Created

New Expense Created

Trigger when new expense is created.

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Do thisActions

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

Create Appointment

Create Appointment

Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.

Create customer

Create customer

Add a new customer to Onsched with their contact details and notification preferences.

Create Resource

Create Resource

Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.

Create a booking service

Create a booking service

Create a new service customers can book and set its duration, availability, locations, and resources.

Create Invoice

Create Invoice

Creates an invoice in Finmei.

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Frequently Asked Questions

How do I start an integration between Onsched and Finmei?

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

Can we customize how data from Onsched is recorded in Finmei?

Absolutely. You can customize how Onsched 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 Onsched and Finmei?

The data sync between Onsched 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 Onsched 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 Onsched and Finmei?

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

Onsched

About Onsched

Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.

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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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