Finmap Integrations

Name: Zapier
Availability: InStock

Beta

Accounting

Put Finmap to work with AI and enterprise-grade automation

Automate smarter with Finmap and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Pipedrive

CRM (Customer Relationship Management)

Xero

Accounting

Google Sheets

Google, Spreadsheets

QuickBooks Online

Accounting

Airtable

Databases

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Xero

Accounting

Google Sheets

Google, Spreadsheets

QuickBooks Online

Accounting

Airtable

Databases

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Xero

Accounting

Google Sheets

Google, Spreadsheets

QuickBooks Online

Accounting

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create expected payments in Finmap from new Xero sales invoices
Premium
Details
Try it
Xero + Finmap
Create income operations in Finmap when new Pipedrive deals are updated
Details
Try it
Pipedrive + Finmap
Update Finmap income operations when new Pipedrive deals change
Details
Try it
Pipedrive + Finmap
Cancel Finmap payments when new Pipedrive deals are lost
Details
Try it
Pipedrive + Finmap

Create expected payments in Finmap from new Xero sales invoices

Details

Try it

Xero + Finmap

Create income operations in Finmap when new Pipedrive deals are updated

Details

Try it

Pipedrive + Finmap

Update Finmap income operations when new Pipedrive deals change

Details

Try it

Pipedrive + Finmap

Cancel Finmap payments when new Pipedrive deals are lost

Details

Try it

Pipedrive + Finmap

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Deleted Operation
Triggers when an income, expense, or transfer operation is deleted.
Trigger
Instant
Try It
Updated Operation
Triggers when an income, expense, or transfer operation is updated.
Trigger
Instant
Try It
- Amount
  Required
- Comment
- Account
- Expense Category
- Date
- External ID
- Project
- Counterparty
Action
Write
- Invoice Number
  Required
- Invoice Company
  Required
- Client / Counterparty
  Required
- Your Company Details
  Required
- Counterparty Details
  Required
- Currency
  Required
- Goods / Services (JSON)
  Required
- Invoice Date
- Payment Due Date
- Comment
- Confirmed (Paid)
- Shipping Cost
- Discount Percentage
- Discount Amount
- External ID
Action
Write
- Supplier Name
  Required
Action
Write

- Amount
  Required
- From Account
  Required
- To Account
  Required
- Amount To
- Comment
- Date
- External ID
- Project
Action
Write
- Operation ID
- External ID
Action
Write

- Invoice ID
- External ID
Action
Write
- Supplier
  Required
Action
Write
- Operation ID
- External ID
Action
Write
- Operation ID
- External ID
- Amount
- Comment
- Account
- Expense Category
- Date
- Project
- Counterparty
Action
Write
- Invoice ID
- External ID
- Invoice Number
- Invoice Company
- Client / Counterparty
- Your Company Details
- Counterparty Details
- Currency
- Goods / Services (JSON)
- Invoice Date
- Payment Due Date
- Comment
- Confirmed (Paid)
- Shipping Cost
- Discount Percentage
- Discount Amount
Action
Write
- Supplier
  Required
- New Name
  Required
Action
Write
- Operation ID
- External ID
- Amount
- From Account
  Required
- To Account
  Required
- Amount To
- Comment
- Date
- Project
Action
Write
- Category Type
  Required
- Category Name
Action
Search
- Operation ID
- External ID
Action
Search
- Supplier Name
Action
Search
- Invoice Status
- Confirmed Only
- Start Date
- End Date
- Limit
Action
Search
- Supplier Name
- Supplier Name
  Required
Action
Search or write

New Operation
Triggers when a new income, expense, or transfer operation is created.
Trigger
Instant
Try It
- Category Type
  Required
- Category Name
  Required
- Parent Category
Action
Write
- Amount
  Required
- Comment
- Account
- Income Category
- Date
- Date of Payment
- External ID
- Project
- Counterparty
Action
Write
- Project Name
  Required
Action
Write
- Tag Name
  Required
Action
Write
- Category Type
  Required
- Category
  Required
Action
Write
- Operation ID
- External ID
Action
Write
- Project
  Required
Action
Write
- Tag
  Required
Action
Write
- Category Type
  Required
- Category
  Required
- New Name
  Required
Action
Write
- Operation ID
- External ID
- Amount
- Comment
- Account
- Income Category
- Date
- Project
- Counterparty
Action
Write
- Project
  Required
- New Name
  Required
Action
Write
- Tag
  Required
- New Name
  Required
Action
Write
- Account Name
Action
Search
- Invoice ID
- External ID
Action
Search
- Project Name
Action
Search
- Tag Name
Action
Search
- Operation Type
- Account
- Category
- Project
- Tag
- Start Date
- End Date
- Search Text
- Limit
Action
Search

Finmap Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Finmap

Finmap is a financial analytics and cash flow management platform for businesses.

HelpHelp

Related categories

Accounting

Finmap Integrations

Put Finmap to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create expected payments in Finmap from new Xero sales invoices

Create income operations in Finmap when new Pipedrive deals are updated

Update Finmap income operations when new Pipedrive deals change

Cancel Finmap payments when new Pipedrive deals are lost

Create expected payments in Finmap from new Xero sales invoices

Create income operations in Finmap when new Pipedrive deals are updated

Update Finmap income operations when new Pipedrive deals change

Cancel Finmap payments when new Pipedrive deals are lost

Supported triggers and actions

Finmap Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Finmap Integrations

Popular Finmap Integrations

Finmap Integrations

Put Finmap to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create expected payments in Finmap from new Xero sales invoices

Create income operations in Finmap when new Pipedrive deals are updated

Update Finmap income operations when new Pipedrive deals change

Cancel Finmap payments when new Pipedrive deals are lost

Create expected payments in Finmap from new Xero sales invoices

Create income operations in Finmap when new Pipedrive deals are updated

Update Finmap income operations when new Pipedrive deals change

Cancel Finmap payments when new Pipedrive deals are lost

Finmap Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Finmap Integrations

Popular Finmap Integrations

Connect Your App Accounts to Zapier