Connect Clappia and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of Clappia and Finaeo
Enable Integrations or automations with these events of Clappia and Finaeo
Actions
Create Clappia submission
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update submission
Update an existing submission's form data.
Update submission status
Update a submission's status and optionally add comments.
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Frequently Asked Questions
To start, connect both your Clappia and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Clappia 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 Clappia 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 Clappia 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 Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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About 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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