Connect closum and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between closum and Finaeo?

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

Can we customize how data from closum is recorded in Finaeo?

Absolutely. You can customize how closum 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.

How often does the data sync between closum and Finaeo?

The data sync between closum and Finaeo 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 closum to Finaeo?

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 closum and Finaeo?

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

closum

About closum

Closum is a inbound marketing platform, focused on small and medium companies to do their own landing pages, newsletters and send sms marketing in a simple way.

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Finaeo

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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