ifactfind

CRM (Customer Relationship Management)

Heartbeat

Communication, Team Chat

Integrations ifactfind Heartbeat

Create integrations between ifactfind and Heartbeat

Enable Integrations or automations with these events of ifactfind and Heartbeat

Triggers

New Event

Triggers when new events are created.

New Thread

Triggers when the new thread is created.

On group join

Triggers when a user joins a group

New User

Triggers when a new user joins your community through an invitation link.

New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

New or Updated User

Triggers when a new user joins your community or their information is updated.

Actions

Add user to group

Add members to a group.

Create a Group

Creates a new Group in your Heartbeat community.

Remove User from Group

Remove members from a group.

Find User

Find the user by their E-mail id.

Create a Channel

Creates a new Channel in your Heartbeat community.

Create a Thread

Creates a new thread.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About ifactfind

iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.

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About Heartbeat

Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.

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