Connect Finaeo and seeqle to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and seeqle?

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

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

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

How often does the data sync between Finaeo and seeqle?

The data sync between Finaeo and seeqle 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 seeqle?

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 seeqle?

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

About seeqle

Seeqle enables users to keep precise track of their prospects.

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