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Finolog Zapier integrationAutomate Finolog with Zapier.

The Finolog Zapier integration gives you 7 triggers, 5 actions and 3 searches. Every trigger works on a timer, so on the free plan a new entry waits up to the next 15-minute check. Here is what each operation does, costs and breaks on.

See the 15 operations

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Overview

What the Finolog Zapier integration does for your cash tracking

Finolog is a money-tracking app for small and medium businesses: it gathers every cash flow in one place and warns you about upcoming gaps. Connected to Zapier, a new entry in Finolog can start an automation, called a Zap, and a Zap can create accounts, categories, companies, contractors and transactions for you.

Three outcomes cover most setups. Transactions that log themselves: Create Transaction turns a payment recorded in another tool into a Finolog entry, so nobody retypes amounts. A contractor base that stays in sync: New Contractor and Create Contractor copy each new counterparty from one business of your Finolog account into another, in one direction. Lookups before writing: Find Contractor by Query and Find Transaction by Query fetch what already exists so the next step uses it.

The limits, plainly. All seven triggers are polling triggers: Zapier asks Finolog for news at an interval set by your plan, never the second something happens. Every operation also needs to know which business it works on, through the Business field, so the Zap is always tied to one business at a time. The actions only create things: nothing on Zapier updates or deletes an existing Finolog entry. And nothing that existed before the Zap was switched on gets picked up.

Data read on 1 October 2026 from version FinologCLIAPI@1.0.2 of the app. If you are still choosing a platform, our Make vs Zapier comparison lays out the criteria.

Vocabulary

Zapier vocabulary, in plain English

Seven words carry this page. Here they are once.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier keeps waiting for it.
Action
What the Zap does after it starts: the step that writes, sends or changes something for you in an app.
Task
The unit Zapier bills: one action that completes successfully. Your plan counts these, nothing else.
Polling vs instant
Polling: Zapier checks the app on a timer for anything new. Instant: the app calls Zapier itself when the event happens.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already in the app, so the steps after it can use what it found.
Cost

What a Finolog Zap really costs

Finolog is not a premium app on Zapier, so it works on the free plan. Triggers never cost a task, and neither do Zapier's regular checks on Finolog, however often they run.

  • Free tasks per month100
  • Steps on the free plan2 (trigger + action)
  • Premium appNo
  • Finolog triggers on a timerAll 7

You pay in tasks, one per action that succeeds. A failed action is not counted. A Zap that creates a contractor and then a transaction uses two tasks per run. The free plan gives you 100 tasks a month, two-step Zaps only, and a check every 15 minutes. A filter, a search such as Find Contractor by Query or a second action makes the Zap multi-step, which needs a paid plan. Paid plans also check more often.

Connect

Connect Finolog to Zapier

  1. 01

    Open Apps

    In your Zapier account, go to Apps and click + Add connection. A connection is your Finolog account linked once, then reused by every Zap step that talks to Finolog.

  2. 02

    Pick Finolog

    Search for Finolog in the dialog, select it and click Add connection. You need a Finolog account, plus access to any business you do not own that the Zap should read or write.

  3. 03

    Sign in and grant access

    A new tab opens on Finolog. Sign in with the account the Zap should act as, then allow Zapier to access it. Every Zap you build afterwards can use this connection.

First Zap

Your first Finolog Zap: a money account for every new company

GoalWhen a company is added in Finolog, create a matching money account for it in the same business.

  1. 01

    Build: choose the trigger

    Start a new Zap, pick Finolog as the app and New Company as the event, then select the business the Zap should watch. That business is the only one it watches.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent companies of that business, so you map the next step from a real one rather than a placeholder.

  3. 03

    Build: add Create Account

    Add Finolog as the action and choose Create Account. Set the same business, map the company from the trigger, then fill in the currency, the account name and the initial balance.

  4. 04

    Test the action

    Run the action test, then open Finolog and check that the account exists under the right company with the right currency. Fix any mapping now, not after launch.

  5. 05

    Publish

    Click Publish to switch the Zap on. On the free plan, Zapier checks for new companies every 15 minutes, so the account appears after the next check.

Triggers

Finolog triggers: what starts a Zap

7 events start a Zap when something happens in Finolog. Zapier checks for them at the interval your plan allows.

1

New Account

Polling trigger

In Zapier“Triggers when a new account is created.”

Starts the Zap when a new money account is created in the business you pick. Each new one becomes a signal the rest of your process can act on, instead of something you spot at month end.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a bookkeeper wants the finance lead to hear about every account someone opens in Finolog.
Watch out
the Business ID is required, so one Zap watches one business. Two businesses mean two Zaps.
2

New Category

Polling trigger

In Zapier“Triggers when a new category is created.”

Runs whenever a new category is added to the chosen business. A new one is worth knowing about before transactions start piling into it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a group with two businesses copies every category added in the main one into the second.
Watch out
copying into the same business it watches makes the Zap trigger itself again and again.
3

New Company

Polling trigger

In Zapier“Triggers when new company was created.”

Fires when a new company is created in Finolog under the business you set. For a multi-entity setup, it is the natural starting point for everything a new company needs on day one.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an accountant opens a first money account automatically each time a client's new company appears.
Watch out
the trigger needs the Business ID, so the business must already exist and be visible to the connected account.
4

New Contractor

Polling trigger

In Zapier“Triggers when new contractor is created.”

Picks up every new contractor recorded in Finolog. Each one added to the chosen business starts the Zap after Zapier's next check.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an e-commerce manager wants every new supplier entered in one business copied into the other.
Watch out
combining it with Create Contractor on the same business loops the Zap, so always point the action at a different business.
5

New Project

Polling trigger

In Zapier“Triggers when a new project is created.”

A new project created in the chosen business sets the Zap off at Zapier's next check. It is where any follow-up tied to a new project begins, without someone having to announce it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a studio owner wants a heads-up in the team's tools each time a new client project is opened in Finolog.
Watch out
here the required field is called Business, not Business ID, but it plays the same role.
6

New Requisite

Polling trigger

In Zapier“Triggers when a new requisite is created.”

Reacts when new requisites are recorded, the details that belong to a contractor. Useful when those details have to be checked or copied somewhere else.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a finance assistant wants every new set of supplier requisites flagged for a second check before anyone pays.
Watch out
the Business field is required, and only requisites added after the Zap goes live come through.
7

New Transaction

Polling trigger

In Zapier“Triggers when a new transaction is created.”

Fires for every new transaction created in the chosen business. Every inflow and outflow lands here, so this is where you will see the most movement.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a CFO wants large outflows passed on to the team, with a filter letting through only what crosses a threshold.
Watch out
a bulk import that drops many transactions at once can trip Zapier's flood protection, and the Zap gets held back.
Actions

Finolog actions: what a Zap can create

Finolog gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Account

Action

In Zapier“Creates an Account”

Opens a money account under a company, the action with the most required fields: business, company, currency, account name and initial balance.

When to use it
each new company gets its main bank account set up automatically.
Watch out
the initial balance is required, so decide what it should be before the first live run.
2

Create Category

Action

In Zapier“Creates a Category”

Adds a category, with business, name and category type all required.

When to use it
keep two businesses on the same chart of categories by copying each new one across.
Watch out
the category type must be set every time, otherwise the step will not run.
3

Create Company

Action

In Zapier“Creates a Company”

Creates a company inside a business, with only the business and the company name required.

When to use it
an accounting firm onboards a client entity and wants it ready in Finolog before its first transactions arrive.
Watch out
company and contractor are two separate operations in Finolog, so pick the right one.
4

Create Contractor

Action

In Zapier“Creates a Contractor”

Adds a client or supplier to the chosen business, with the contractor name as the second required field.

When to use it
a new customer signing up in your CRM becomes a Finolog contractor straight away.
Watch out
run Find Contractor by Query first if you want to avoid creating the same contractor twice.
5

Create Transaction

Action

In Zapier“Creates a Transaction”

Records a new transaction in the business you set. Business is the only required field, the rest depends on what you map in.

When to use it
a paid invoice in your billing tool becomes a Finolog income line without retyping.
Watch out
since so little is required, test with a real record and check the result in Finolog before publishing.
Searches

Finolog searches: find before you write

3 search steps look for data that already exists in Finolog, so a later step can use it.

A search step finds something already in Finolog and passes it to the steps that follow. In the editor, searches sit at the end of the Action event list, under SEARCH. Some action fields also offer + Add search step, which slots the search in just before and wires its result into the field. Whether a search wants an exact match or something close is Finolog's call, not Zapier's. Three settings decide what happens next.

1

Find Contractor by Query

Search

In Zapier“FInd contractor by name or his requisites”

Looks up a contractor from a query, which can be the contractor's name or their requisites. Business and query are both required.

When to use it
before recording a supplier payment, find the supplier by name so the transaction lands on the right one.
Watch out
a broad name can match several contractors, so set the multiple-results option on purpose.
2

Find Contractor Requisites

Search

In Zapier“Finds a Requisites that blongs to a Contractor”

Returns the requisites that belong to a given contractor, with business and contractor required.

When to use it
pull a supplier's requisites into a later step once you know who they are.
Watch out
it needs the contractor first, so it usually comes after Find Contractor by Query.
3

Find Transaction by Query

Search

In Zapier“Find transaction by contractor name, account name, details or sum”

Finds a transaction from a query: contractor name, account name, details or amount. Business and query are required.

When to use it
check whether a payment is already in Finolog before creating it from another tool.
Watch out
an amount alone can match many transactions, so think about the multiple-results setting.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on with nothing.
  2. Create X if it doesn't exist yet?
    On apps that offer it, ticking this turns a search into a find-or-create. Finolog exposes no find-or-create variant on Zapier.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a Finolog Zap breaks

Zapier attaches no help article to Finolog and lists no limit specific to it. What breaks is the general behaviour of Zaps, and money data makes each mistake more visible.

  • The history never comes through

    A Zap only reacts to what happens after it is published. Transactions, contractors and accounts that already existed stay where they are. Moving the backlog is a separate job.

  • A Zap that copies into itself

    New Contractor feeding Create Contractor in the same business sets itself off again and again, and the task count drains fast. Point the action at another business.

  • A bulk import gets held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the Zap back instead of running it for each item.

  • Duplicates that are not duplicates

    Zapier remembers what it has already seen on a polling trigger, so the same entry never starts the Zap twice. A second run means a second entry exists in Finolog.
Need help

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FAQ

Finolog Zapier integration: frequent questions

01Is the Finolog Zapier integration free?
Yes, on the Zapier side. Finolog is not a premium app, so you can connect it on the free plan. That plan gives you 100 tasks a month, Zaps of two steps (one trigger, one action) and a check every 15 minutes. A Zap that opens an account for each new company fits within it. Add a filter, a search or a second action and the Zap becomes multi-step, which requires a paid plan.
02How many Zapier tasks does a Finolog Zap use?
One task per action that succeeds, each time the Zap runs. The trigger costs nothing, and neither do Zapier's regular checks on Finolog, however frequent. A Zap that creates a contractor and then a transaction uses two tasks per run. A failed action, say because the business was missing, is not counted. Some apps and actions take more than one task, so check the task history after the first runs.
03Does Finolog trigger Zaps in real time?
No. All seven Finolog triggers are polling triggers: Zapier asks Finolog for new items at a fixed interval set by your plan. That is every 15 minutes on Free, 2 minutes on Professional and 1 minute on Team and Enterprise. Paid plans can also change how often a polling trigger checks, and run a check by hand from the editor. The trigger type comes from Finolog's own API and cannot be switched to instant.
04What does it take to connect Finolog to Zapier?
A Finolog account, plus access to any business you do not own that the Zap should touch. In Zapier, open Apps, click + Add connection, search for Finolog and click Add connection. A tab opens where you sign in to Finolog and grant Zapier access. The connection is then ready in all your Zaps. Make sure the account sees the businesses you need, since every step asks for one. You do this once.
05Why does every Finolog step ask for a business?
Because Finolog organises everything under a business, and every trigger, action and search on Zapier requires it, whether the field is called Business or Business ID. A Zap is therefore tied to one business per step. To watch two businesses, you build two Zaps. To copy data between them, the trigger watches one and the action writes into the other, which keeps the Zap from looping on itself. Keep it one way: a second Zap copying back from the other business would set the first one off at every copy, and the two would loop.
06What if the Finolog operation you need is not listed?
Combine what exists first. A trigger, a search and one of the five create actions cover many needs that look missing at first sight. Note that the actions only create: there is no update or delete action for Finolog on Zapier. The notes on this page follow what the Zapier editor offered on 1 October 2026. If your need still falls outside, compare automation platforms before you build around the gap.
07Zapier, Make or n8n for Finolog?
Pick on criteria, not on a ranking. On Zapier, Finolog brings seven polling triggers, five create actions and three searches, and runs on the free plan, which suits a small finance team that wants entries flowing without code. The trade-offs are the polling interval set by your plan and one task per successful action. If your Zaps will chain several steps per transaction, compare how each platform counts usage before you commit.
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