Connect Landbot and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Landbot
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Landbot and Zoe Financial
Enable Integrations or automations with these events of Landbot and Zoe Financial
Actions
Get a Channel
Get an existing channel by its channel ID
List Channels
List all existing channels
Delete a Channel
Delete an existing Channel by its channel ID
List Customers
List all existing Customers
Get a Customer
Get an existing Customer by Customer ID
Delete a Customer
Delete an existing Customer by Customer Id
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Frequently Asked Questions
To start, connect both your Landbot and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Landbot triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Landbot 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 Landbot 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 Landbot 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 Landbot
Landbot is a no-code chatbot platform that enables users to create conversational chatbots designed to improve customer engagement and collect valuable user insights. It allows the deployment of chatbots on websites, WhatsApp, or Facebook Messenger without any coding knowledge.
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.
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