Connect Routee and Finmei to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

Finmei

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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 Routee

Do thisActions

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

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Routee

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Frequently Asked Questions

How do I start an integration between Routee and Finmei?

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

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

Absolutely. You can customize how Routee 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 Routee and Finmei?

The data sync between Routee 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 Routee 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 Routee and Finmei?

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

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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