Connect Finaeo and levity to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and levity?

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

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

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

How often does the data sync between Finaeo and levity?

The data sync between Finaeo and levity 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 levity?

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 levity?

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

About levity

Levity lets you build and integrate custom AI for classifying, summarising or generating text. You can also extract information as well!

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