Connect fyi and loanzify to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between fyi and loanzify?

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

Can we customize how data from fyi is recorded in loanzify?

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

How often does the data sync between fyi and loanzify?

The data sync between fyi and loanzify 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 fyi to loanzify?

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 fyi and loanzify?

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

fyi

About fyi

FYI is a document management service for professionals

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loanzify

About loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

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