Connect quicksearch and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for quicksearch
Choose an Action
Automatically do this!
- Request a new Action for Finmei
Enable Integrations or automations with these events of quicksearch and Finmei
Enable Integrations or automations with these events of quicksearch and Finmei
Triggers
New Invoice Created
Trigger when new invoice is created.
New Expense Created
Trigger when new expense is created.
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Frequently Asked Questions
To start, connect both your quicksearch and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in quicksearch triggers actions in Finmei (or vice versa).
Absolutely. You can customize how quicksearch 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 quicksearch 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 quicksearch 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 quicksearch
Quicksearch is an enterprise Customer Experience (CX) and Employee Experience (EX) platform
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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