Connect Sleekplan and Finmei to Build Intelligent Automations

Choose a Trigger

Sleekplan

When this happens...

Choose an Action

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 Sleekplan

Do thisActions

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

List All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

Update Feedback

Update Feedback

Update a post

Search User

Search User

Retrieves the list of users based on search query string

Search Post

Search Post

Returns a list of feedback posts based on specified search.

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Frequently Asked Questions

How do I start an integration between Sleekplan and Finmei?

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

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

Absolutely. You can customize how Sleekplan 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 Sleekplan and Finmei?

The data sync between Sleekplan 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 Sleekplan 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 Sleekplan and Finmei?

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

Sleekplan

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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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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