Connect Finaeo and syncro to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and syncro?

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

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

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

How often does the data sync between Finaeo and syncro?

The data sync between Finaeo and syncro 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 syncro?

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 syncro?

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

About syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

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