Connect Finaeo and Spotio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and Spotio?

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

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

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

How often does the data sync between Finaeo and Spotio?

The data sync between Finaeo and Spotio 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 Spotio?

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 Spotio?

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

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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