Connect Basin and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Basin
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Basin and Zoe Financial
Enable Integrations or automations with these events of Basin and Zoe Financial
Actions
Create Project
Creates new project.
Create Form
Creates a new form
Update Form
Updates existing forms.
Update Submissions
Updates submissions
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Basin and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Basin 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 Basin 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 Basin 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 Basin
Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.
Learn MoreAbout 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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