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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Action is the task that follows automatically within your RepairShopr integrations.
Returns the list of appointment types
Returns the list of all custom assets
Returns the list of all contacts
Returns the list of all customers
Returns the list of all estimates
Returns the list of all invoices

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your RepairShopr and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in RepairShopr triggers actions in Finmei (or vice versa).
Absolutely. You can customize how RepairShopr 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 RepairShopr 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 RepairShopr 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.
RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.
Learn MoreFinmei 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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