Connect Booqable and fin compliance to Build Intelligent Automations
Enable Integrations or automations with these events of Booqable and fin compliance
Enable Integrations or automations with these events of Booqable and fin compliance
Triggers
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Finalize Invoice
Triggers when an invoice is finalized.
Actions
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
List All Provinces
Retrieves the details of all provinces
List All Payments
Retrieves the details of all payments
List All Orders
Retrieves the details of all orders
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd 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 Booqable and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how Booqable data is recorded in fin compliance. This includes choosing which data fields go into which fields of fin compliance, setting up custom formats, and filtering out unwanted information.
The data sync between Booqable and fin compliance 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 Booqable and fin compliance. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
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About fin compliance
FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.
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