Connect Webtiger and Finmei to Build Intelligent Automations

Choose a Trigger

Webtiger

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 Lead

New Lead

Triggers when a new lead is created

New Contract

New Contract

Triggers when a new contact is created

New Customer

New Customer

Triggers when a new customer is added

New Estimate

New Estimate

Triggers when a new estimate is created

New Invoice

New Invoice

Triggers when a new invoice is cretaed

New Proposal

New Proposal

Triggers when a new proposal is created

Do thisActions

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

Add Lead

Add Lead

Creates a new lead

Add Contract

Add Contract

Creates a new contract

Add Customer

Add Customer

Creates a new customer in the system

Add Estimate

Add Estimate

Creates a new estimate in the system

Add Project

Add Project

Triggers when a new project is created

Add Proposal

Add Proposal

Creates a new proposal in the system

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Frequently Asked Questions

How do I start an integration between Webtiger and Finmei?

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

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

Absolutely. You can customize how Webtiger 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 Webtiger and Finmei?

The data sync between Webtiger 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 Webtiger 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 Webtiger and Finmei?

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

Webtiger

About Webtiger

Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.

Learn More
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.

Learn More