Finmap and Salesflare
How to connect Finmap
- Via Zapier — 37 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Supplier in Finmap.
About Finmap
Finmap is a financial analytics and cash flow management platform for businesses.
Finmap operations on Zapier
Triggers (3)
Start a workflow when this happens
- Deleted Operation — Triggers when an income, expense, or transfer operation is deleted.
- New Operation — Triggers when a new income, expense, or transfer operation is created.
- Updated Operation — Triggers when an income, expense, or transfer operation is updated.
Actions (25)
Things Salesflare can make it do
- Create Category — Creates a new income or expense category in Finmap.
- Create Expense Operation — Creates a new expense operation in Finmap.
- Create Income Operation — Creates a new income operation in Finmap.
- Create Invoice — Creates a new invoice.
- Create Project — Creates a new project in Finmap.
Show 20 more actions
- Create Supplier — Creates a new supplier/counterparty in Finmap.
- Create Tag — Creates a new tag in Finmap.
- Create Transfer Operation — Creates a new transfer between accounts in Finmap.
- Delete Category — Deletes an income or expense category in Finmap.
- Delete Expense Operation — Deletes an expense operation in Finmap by ID or External ID.
- Delete Income Operation — Deletes an income operation in Finmap by ID or External ID.
- Delete Invoice — Deletes an invoice.
- Delete Project — Deletes a project in Finmap.
- Delete Supplier — Deletes a supplier/counterparty in Finmap.
- Delete Tag — Deletes a tag in Finmap.
- Delete Transfer Operation — Deletes a transfer operation in Finmap by ID or External ID.
- Find or Create Supplier — Finds a supplier by name. Creates one if not found.
- Update Category — Updates an existing income or expense category in Finmap.
- Update Expense Operation — Updates an existing expense operation in Finmap by ID or External ID.
- Update Income Operation — Updates an existing income operation in Finmap by ID or External ID.
- Update Invoice — Updates an existing invoice.
- Update Project — Updates an existing project in Finmap.
- Update Supplier — Updates an existing supplier/counterparty in Finmap.
- Update Tag — Updates an existing tag in Finmap.
- Update Transfer Operation — Updates an existing transfer operation in Finmap by ID or External ID.
Searches (9)
Look up existing records
- Find Account — Find an account by name.
- Find Category — Find an income or expense category by name.
- Find Invoice — Finds an invoice by ID or external ID.
- Find Operation — Find an operation by its ID or External ID.
- Find Project — Find a project by name.
Show 4 more searches
- Find Supplier — Find a supplier/counterparty by name.
- Find Tag — Find a tag by name.
- List Invoices — Lists invoices with optional filters.
- List Operations — Find operations with filters (type, account, category, date range, etc.).
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