IntegrationscinodeZoe Financial
cinode + Zoe Financial

Connect cinode and Zoe Financial to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between cinode and Zoe Financial?

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

Can we customize how data from cinode is recorded in Zoe Financial?

Absolutely. You can customize how cinode 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.

How often does the data sync between cinode and Zoe Financial?

The data sync between cinode and Zoe Financial 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 cinode to Zoe Financial?

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 cinode and Zoe Financial?

Yes, you can set conditional logic to control the flow of data between cinode 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.

cinode

About cinode

Cinode is a way to run consultancies with support for sales, resourcing and skills management.

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Zoe Financial

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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