Integrations Formsite fin compliance
Formsite + fin compliance

Connect Formsite and fin compliance to Build Intelligent Automations

Choose a Trigger

Formsite

When this happens...

Choose an Action

fin compliance

Automatically do this!

Enable Integrations or automations with these events of Formsite and fin compliance

Enable Integrations or automations with these events of Formsite and fin compliance

Triggers

New Form Result

New Form Result

Triggers when a user submits a new form results.

Request a new Trigger for Formsite

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Formsite and fin compliance?

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

Can we customize how data from Formsite is recorded in fin compliance?

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

How often does the data sync between Formsite and fin compliance?

The data sync between Formsite and fin compliance 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 Formsite to fin compliance?

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 Formsite and fin compliance?

Yes, you can set conditional logic to control the flow of data between Formsite and fin compliance. 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.

Formsite

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn More
fin compliance

About fin compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

Learn More