Integrating Salesforce with Finmap via Apix-Drive

What is Apix-Drive

Apix-Drive is a no-code automation platform that lets you transfer data between different services without programming.

For the integration with Finmap the flow looks like this:

Salesforce → Apix-Drive → Finmap

Apix-Drive tracks changes in Salesforce and automatically creates the corresponding financial operations in Finmap.

How the integration works

To set up the integration you need to:

1. Choose Salesforce as the source system.

2. Choose the event that will start the automation.

3. Log in to Salesforce.

4. Connect Finmap.

5. Map the fields.

6. Launch the integration.

After that, new events will be sent to Finmap automatically.

Step 1. Create a new connection

In your Apix-Drive account, create a new Connection.

As the source system, choose:

Salesforce

Step 2. Choose the trigger

Salesforce supports a large number of events.

Contacts

Get CONTACTS (new)

Fires after a new contact is created.

Suitable for synchronizing the client base, but rarely used for financial accounting.

Get CONTACTS (modified)

Fires after a contact is updated.

Used mainly to synchronize CRM data.

Tasks

Get TASKS (new)

Fires after a new task is created.

Not used for financial integration.

Get TASKS (modified)

Fires after a task is changed.

Also not used for transferring financial data.

Accounts

Get ACCOUNTS (new)

Fires after a new account (counterparty) is created.

Can be used to synchronize clients between the systems.

Get ACCOUNTS (modified)

Fires after an account is updated.

Rarely used for the integration with Finmap.

Companies

Get COMPANIES (new)

Fires after a new company is created.

Suitable for synchronizing the counterparty directory.

Get COMPANIES (modified)

Fires after company information is changed.

Rarely used for financial scenarios.

Opportunities (Possibility)

Get POSSIBILITY (new)

Fires after a new Opportunity is created.

Suitable for creating planned income in Finmap.

Get POSSIBILITY (modified)

Fires after an opportunity is changed.

For example:

• the amount changed;

• the probability of the deal changed;

• the terms of the sale changed.

Lets you update financial information automatically.

Get POSSIBILITY by stage (new)

Fires after an opportunity moves to a certain stage.

For example:

• Proposal

• Negotiation

• Closed Won

• Paid

This is one of the best triggers for the integration with Finmap.

Leads

Get LEADS (new)

Fires after a new lead is created.

Suitable for building a financial forecast.

Get LEADS (modified)

Fires after a lead is updated.

Used if the financial forecast depends on changes to the lead parameters.

Get LEADS by stage (new)

Fires after a lead moves to a certain stage.

Lets you build a forecast of future sales.

Orders

Get ORDERS (new)

Fires after a new order is created.

Suitable for creating financial operations automatically.

Get ORDERS (modified)
Fires after an order is changed.

For example:

• the amount changed;

• the list of products changed;

• the terms of the order were updated.

Get ORDERS by stage (new)

Fires after an order moves to a certain status.

For example:

• Paid

• Completed

• Closed

This is the most recommended trigger for creating actual income in Finmap automatically.

Step 3. Connect your Salesforce account

Log in to your Salesforce account and grant Apix-Drive the necessary permissions.

Salesforce API key: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_api_key.htm&type=5

Step 4. Choose the destination system

As the destination system, choose:

Finmap

You can generate the Finmap API key here: https://my.finmap.online/settings/api

Step 5. Choose the action in Finmap

Currently three types of operations can be created through Apix-Drive.

Add RECEIPT

Creating income.

The main integration scenario.

Used for:

• client payments;

• sales;

• orders;

• revenue.

Add COST

Creating an expense.

Suitable for passing expenses or fees in specific business processes.

Add TRANSFER

Creating a transfer between the company accounts.

Rarely used in CRM scenarios.

Step 6. Map the fields

Pass the required data to Finmap:

• amount;

• currency;

• date;

• client;

• company;

• deal or order number;

• comment;

• project;

• account.

After that, run a test data transfer.

Step 7. Launch the integration

If the test succeeded, turn the automation on.

After that, all new events will create financial operations in Finmap automatically.

Recommended integration scenarios

1. Opportunity moved to the «Closed Won» status → Income ⭐⭐⭐⭐⭐

Trigger

Get POSSIBILITY by stage (new)

For example:

• Closed Won

• Paid

Action

Add RECEIPT

The best scenario for companies that want only successfully closed sales to appear in Finmap.

2. New Opportunity → Planned income ⭐⭐⭐⭐⭐

Trigger

Get POSSIBILITY (new)

Action

Add RECEIPT

Lets you forecast future cash inflows while still working with a potential client.

3. New order → Income ⭐⭐⭐⭐⭐

Trigger

Get ORDERS (new)

Action

Add RECEIPT

Suitable for companies that create an order as soon as the sale is confirmed.

4. Order moved to the «Paid» status → Actual income ⭐⭐⭐⭐⭐

Trigger

Get ORDERS by stage (new)

For example:

• Paid

• Completed

• Closed

Action

Add RECEIPT

The most recommended scenario for tracking actual payments automatically.

5. New lead → Sales plan ⭐⭐⭐⭐☆

Trigger

Get LEADS (new)

Action

Add RECEIPT

Can be used to build a forecast of future Cash Flow.

6. Opportunity or order amount changed → Financial information updated ⭐⭐⭐⭐☆

Trigger

• Get POSSIBILITY (modified)

• Get ORDERS (modified)

Action

Add RECEIPT

Lets you account for changes in the value of a deal or an order before it is closed.

What to pay attention to

• If the (new), (modified) and by stage triggers are used at the same time, the logic must be set up so that the same deal or order does not create several identical operations in Finmap.

• For most companies the best solution is to create the financial operation once the Opportunity or the Order moves to the Closed Won, Paid status or another stage that means the money has actually been received.

• If Salesforce is used as a sales forecasting tool, you can create planned income at the Opportunity creation stage and, once it closes successfully, update the record or create the actual financial operation according to your company's internal process.

• For correct synchronization we recommend passing a unique Opportunity ID or Order ID. This will avoid duplicate operations and make it easier to match data between Salesforce and Finmap later.