Connect Zoho cliq and Finmei to Build Intelligent Automations

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Zoho cliq

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Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Triggers when a new message is sent/received.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Do thisActions

Action is the task that follows automatically within your Zoho cliq integrations.

Broadcast a Bot Message

Broadcast a Bot Message

Send a message to all subscribers of a bot

Send Channel Message

Send Channel Message

Send a message to a specific channel.

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products and payment details.

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Frequently Asked Questions

How do I start an integration between Zoho cliq and Finmei?

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

Can we customize how data from Zoho cliq is recorded in Finmei?

Absolutely. You can customize how Zoho cliq 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 Zoho cliq and Finmei?

The data sync between Zoho cliq 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 Zoho cliq 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 Zoho cliq and Finmei?

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

Zoho cliq

About Zoho cliq

Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.

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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