Connect Chatrace and finmo to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

finmo

Automatically do this!

Enable Integrations or automations with these events of Chatrace and finmo

Enable Integrations or automations with these events of Chatrace and finmo

Actions

Create Custom Fields

Create Custom Fields

Create's a custom fields

Create Contact

Create Contact

Create a contact.

Find Contact By Id

Find Contact By Id

Retrieve a contact detail's by id.

Create Tag

Create Tag

create a tag.

Request a new Action for Chatrace

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Frequently Asked Questions

How do I start an integration between Chatrace and finmo?

To start, connect both your Chatrace and finmo accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in finmo (or vice versa).

Can we customize how data from Chatrace is recorded in finmo?

Absolutely. You can customize how Chatrace data is recorded in finmo. This includes choosing which data fields go into which fields of finmo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chatrace and finmo?

The data sync between Chatrace and finmo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatrace to finmo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatrace and finmo?

Yes, you can set conditional logic to control the flow of data between Chatrace and finmo. 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.

Chatrace

About Chatrace

Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.

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finmo

About finmo

Finmo manages the end to end mortgage process.

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