Connect Finaeo and sequelio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and sequelio?

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

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

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

How often does the data sync between Finaeo and sequelio?

The data sync between Finaeo and sequelio 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 sequelio?

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 sequelio?

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

About sequelio

Sequel.io provides powerful pre-built live communication components to give your audience an experience right where they are, on your site.

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