Connect Finaeo and hailer to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and hailer?

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

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

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

How often does the data sync between Finaeo and hailer?

The data sync between Finaeo and hailer 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 hailer?

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 hailer?

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

About hailer

Hailer is a tool that helps people be more productive and organized together. It contains modular process management, discussions, calendars and social feeds.

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