Connect Harvestr and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Harvestr and Finaeo
Enable Integrations or automations with these events of Harvestr and Finaeo
Triggers
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Actions
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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Frequently Asked Questions
To start, connect both your Harvestr and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Finaeo 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 Harvestr and Finaeo. 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreAbout Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
Learn More
