Connect Maestra and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Maestra
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Maestra and Zoe Financial
Enable Integrations or automations with these events of Maestra and Zoe Financial
Actions
Create Channel
Create a new channel within a workspace
Upload File
Initiates a new file upload to Maestra.
List Files
Grabs the file list with key id and basic information.
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Frequently Asked Questions
To start, connect both your Maestra and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Maestra triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Maestra 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 Maestra 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 Maestra 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 Maestra
Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.
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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