Connect Base64.ai and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Base64.ai
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Base64.ai and Zoe Financial
Enable Integrations or automations with these events of Base64.ai and Zoe Financial
Actions
Scan a document by URL
Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
Scan a Document by Bytes
Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
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Frequently Asked Questions
To start, connect both your Base64.ai and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Base64.ai triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Base64.ai data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Base64.ai and Zoe Financial typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Base64.ai and Zoe Financial. 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.
About Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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