Connect Finaeo and protiv to Build Intelligent Automations

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protiv

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Frequently Asked Questions

How do I start an integration between Finaeo and protiv?

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

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

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

How often does the data sync between Finaeo and protiv?

The data sync between Finaeo and protiv 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 protiv?

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 protiv?

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

About protiv

Protiv is a bonus program for employees that provides an automatic incentive to elevate productivity, performance, and lower labor costs.

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