Connect tawk.to and Finmei to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Starts Chat
Chat Ends
New Chat Transcript Arrives
Create Chat Ticket
Choose an Action
Automatically do this!
Create Invoice
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Creates a support ticket in Tawk.to for a chat on the selected property.
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 tawk.to integrations.
Create Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
List Properties
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
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 tawk.to and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Finmei (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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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