Connect Frill and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Created
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Frill and Zoe Financial
Enable Integrations or automations with these events of Frill and Zoe Financial
Triggers
New Idea Created
Runs when a new idea is created.
Actions
Create Idea
Create a new idea on Frill, assign an author, add categories, and optionally mark it as a bug.
Update Idea
Updates an existing idea in Frill with new title, description, category, status, and display options.
Find Idea
Finds an idea by its ID or slug.
Add Follower
Creates a new follower in Frill, for example an author or a user.
List All Ideas
Fetches all ideas from your Frill account and returns them in a single list.
List Followers
Gets all followers from your Frill account so you can use them in your workflow.
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Frequently Asked Questions
To start, connect both your Frill and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Frill data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Frill and Zoe Financial typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Frill and Zoe Financial. 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.
About Frill
Frill lets you collect customer feedback, communicate a public roadmap and announce new features.
Learn MoreAbout Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
Learn More
