Connect Finaeo and stax to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and stax?

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

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

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

How often does the data sync between Finaeo and stax?

The data sync between Finaeo and stax 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 stax?

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 stax?

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

About stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

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