Connect coassemble and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between coassemble and Finaeo?

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

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

Absolutely. You can customize how coassemble 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 coassemble and Finaeo?

The data sync between coassemble 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 coassemble 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 coassemble and Finaeo?

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

coassemble

About coassemble

Coassemble is a friendly yet powerful cloud-based platform that simplifies all aspects of online training.

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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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