Connect Finaeo and billed to Build Intelligent Automations

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billed

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Frequently Asked Questions

How do I start an integration between Finaeo and billed?

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

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

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

How often does the data sync between Finaeo and billed?

The data sync between Finaeo and billed 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 billed?

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 billed?

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

About billed

Online Invoicing Made Easy. With our clean, simple design, creating an invoice couldn’t be easier. Choose from our ready-made templates or start with a blank canvas to create something unique.

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