Connect LiveAgent and fin compliance to Build Intelligent Automations
Enable Integrations or automations with these events of LiveAgent and fin compliance
Enable Integrations or automations with these events of LiveAgent and fin compliance
Triggers
New Customer
Triggers when a new customer is added.
Actions
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how LiveAgent 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.
The data sync between LiveAgent and fin compliance 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 LiveAgent 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.
About LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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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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