Connect SMTP and Finmei to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Do thisActions
Action is the task that follows automatically within your SMTP integrations.
Send Email
Send a Message.
Create Invoice
Create a new invoice with buyer, seller, products and payment details.
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Frequently Asked Questions
To start, connect both your SMTP and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP triggers actions in Finmei (or vice versa).
Absolutely. You can customize how SMTP 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 SMTP 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 SMTP 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 SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
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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