Connect aloware and Finaeo to Build Intelligent Automations

Choose a Trigger

aloware

When this happens...

Choose an Action

Finaeo

Automatically do this!

Enable Integrations or automations with these events of aloware and Finaeo

Enable Integrations or automations with these events of aloware and Finaeo

Actions

Enroll Contact to Sequence

Enroll Contact to Sequence

Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API

List Users

List Users

Get the list of users.

Search Contact

Search Contact

Search a Contact.

Request a new Action for aloware

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Frequently Asked Questions

How do I start an integration between aloware and Finaeo?

To start, connect both your aloware and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in aloware triggers actions in Finaeo (or vice versa).

Can we customize how data from aloware is recorded in Finaeo?

Absolutely. You can customize how aloware data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between aloware and Finaeo?

The data sync between aloware and Finaeo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from aloware to Finaeo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between aloware and Finaeo?

Yes, you can set conditional logic to control the flow of data between aloware and Finaeo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

aloware

About aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

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Finaeo

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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