Integrations Gallabox fin compliance
Gallabox + fin compliance

Connect Gallabox and fin compliance to Build Intelligent Automations

Choose a Trigger

Gallabox

When this happens...

Choose an Action

fin compliance

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

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

Triggers

New Contact

New Contact

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a specific contact is updated.

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Actions

Upsert Contact

Upsert Contact

Upsert a contact

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Gallabox 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 Gallabox and fin compliance?

The data sync between Gallabox 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 Gallabox 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 Gallabox and fin compliance?

Yes, you can set conditional logic to control the flow of data between Gallabox 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.

Gallabox

About Gallabox

Gallabox is no-code conversation workspace for business to grow sales

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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.

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