Connect Survser and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Survey Response Arrives
Choose an Action
Automatically do this!
Create Invoice
List All Invoices
Update Invoice
Delete Invoice
Create Expense
Update Expense
List Expenses
Delete Expense
Ready to use Survser and Finmei automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a new survey is created and activated in the project.
New Survey Response Arrives
Triggers when a new completed response is submitted for a selected survey.
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 Survser integrations.
List All Surveys
List all active surveys in the project along with their questions and answer options.
List Survey Responses
Retrieve all completed responses for a selected survey including answers, respondent info, and submission details.
Get Project Details
Retrieve the project details associated with your Survser API key, including project name and domain.
Create Invoice
Create a new invoice
List All Invoices
View all account invoices
Update Invoice
Update an existing invoice
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Frequently Asked Questions
To start, connect both your Survser and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in Finmei (or vice versa).
Absolutely. You can customize how Survser 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 Survser 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 Survser 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 Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
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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