Connect ChainDesk and Zoe Financial to Build Intelligent Automations
Enable Integrations or automations with these events of ChainDesk and Zoe Financial
Enable Integrations or automations with these events of ChainDesk and Zoe Financial
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Query Agent
Query one of your Agent.
Query Datastore
Query one of your datastore (semantic search).
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Frequently Asked Questions
To start, connect both your ChainDesk and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in ChainDesk triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how ChainDesk 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 ChainDesk 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 ChainDesk 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 ChainDesk
Chaindesk is a cutting-edge platform leveraging artificial intelligence to streamline and enhance blockchain technology solutions. It offers tools and services for blockchain development, management, and analytics, making it easier for businesses to integrate and optimize blockchain technology.
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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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