Finom is now integrated with Zapier - the most popular automation tool that connects over 3,000 apps in millions of different ways.
Depending which services you would like to connect and what scenarios you require, Finom has created a list of actions and triggers that you can easily apply in Zapier:
Triggers
Account balance changed
Transaction status changed (includes new transactions)
New invoice created
New incoming invoice
Payment received
Invoice status changed
Actions
Find account
Get account info
Mark an incoming invoice as paid
Mark an outgoing invoice as paid
Create a contact
Download Outgoing Invoice as PDF
Download Incoming Invoice as PDF
Download Outgoing Invoice as JSON
Download Incoming Invoice as JSON
Receive an invoice
To connect your Finom account with Zapier, follow the steps:
Go to your Zapier account
Search for the Finom app in the list of supported tools
When prompted, log in with your Finom credentials. Be ready to confirm the log in via your mobile app.
Authorize Zapier to access your data in Finom (Invoices, Transactions, Contacts).
Test the zaps
Use it!
In your Finom account, click on the company name in the upper-right corner and then on the "Integrations " section.
Then select "Zapier" from the list of integrations and click on "How to connect".
The page details the steps to set up the integration and indicates when it has been successfully set up.