Connect Documint and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Documint and Finaeo
Enable Integrations or automations with these events of Documint and Finaeo
Triggers
New Template
Trigger when a new template is created.
Actions
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
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Frequently Asked Questions
To start, connect both your Documint and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Documint 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 Documint 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 Documint 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 Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn MoreAbout 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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