Connect ChatbotAI partner and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
When New Account Created
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of ChatbotAI partner and Finaeo
Enable Integrations or automations with these events of ChatbotAI partner and Finaeo
Triggers
When New Account Created
When a user creates an account
Actions
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
Create Magic Link
Generate a one-time sign-in link
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Frequently Asked Questions
To start, connect both your ChatbotAI partner and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how ChatbotAI partner 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.
The data sync between ChatbotAI partner and Finaeo 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 ChatbotAI partner 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.
About ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
Learn MoreAbout 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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