Connect Finaeo and Agiled to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and Agiled?

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

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

Absolutely. You can customize how Finaeo data is recorded in Agiled. This includes choosing which data fields go into which fields of Agiled, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Finaeo and Agiled?

The data sync between Finaeo and Agiled 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 Finaeo to Agiled?

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 Finaeo and Agiled?

Yes, you can set conditional logic to control the flow of data between Finaeo and Agiled. 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.

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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Agiled

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

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