Connect Pipl.ai and Finmei to Build Intelligent Automations

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Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Trigger when new invoice is created.

New Expense Created

New Expense Created

Trigger when new expense is created.

Request a new Trigger for Pipl.ai

Do thisActions

Action is the task that follows automatically within your Pipl.ai integrations.

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Finmei?

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

Can we customize how data from Pipl.ai is recorded in Finmei?

Absolutely. You can customize how Pipl.ai 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 Pipl.ai and Finmei?

The data sync between Pipl.ai 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 Pipl.ai 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 Pipl.ai and Finmei?

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

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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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.

Learn More