Connect siteglide and Finmei to Build Intelligent Automations

Choose a Trigger

siteglide

When this happens...

Choose an Action

Finmei

Automatically do this!

Enable Integrations or automations with these events of siteglide and Finmei

Enable Integrations or automations with these events of siteglide and Finmei

Triggers

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Actions

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products, and payment details.

Request a new Action for siteglide

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Frequently Asked Questions

How do I start an integration between siteglide and Finmei?

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

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

Absolutely. You can customize how siteglide 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 siteglide and Finmei?

The data sync between siteglide 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 siteglide 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 siteglide and Finmei?

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

siteglide

About siteglide

Siteglide is a Digital Experience Platform (DXP) that helps Agencies build & manage Websites, Portals, Marketplaces & Bespoke Applications.

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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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