Connect webCRM and Finmei
Integrate webCRM with Finmei to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Finmei when New Activity Is Created in webCRM
List All Invoices from Finmei when New Activity Is Created in webCRM
Update Invoice in Finmei when New Activity Is Created in webCRM
Delete Invoice in Finmei when New Activity Is Created in webCRM
Create Expense in Finmei when New Activity Is Created in webCRM
Popular webCRM + Finmei flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Finmei
Automatically do this!
Create Invoice
List All Invoices
Update Invoice
Delete Invoice
Create Expense
Update Expense
List Expenses
Delete Expense
Create Invoice in Finmei when New Activity Is Created in webCRM
Use this flowList All Invoices from Finmei when New Activity Is Created in webCRM
Use this flowUpdate Invoice in Finmei when New Activity Is Created in webCRM
Use this flowDelete Invoice in Finmei when New Activity Is Created in webCRM
Use this flowCreate Expense in Finmei when New Activity Is Created in webCRM
Use this flowUpdate Expense in Finmei when New Activity Is Created in webCRM
Use this flowList Expenses from Finmei when New Activity Is Created in webCRM
Use this flowDelete Expense in Finmei when New Activity Is Created in webCRM
Use this flowCreate Invoice in Finmei when New Delivery in webCRM
Use this flowList All Invoices from Finmei when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Finmei.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Finmei accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Finmei as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Finmei. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Finmei, and a separate workflow where Finmei triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Finmei. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Finmei integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
