Connect Missive and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Comment
New Message
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Missive and Zoe Financial
Enable Integrations or automations with these events of Missive and Zoe Financial
Triggers
New Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
New Message
Triggers when a new message is received through email ,sms etc
Actions
Create Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
Find or Create Contact
Find an existing contact . Optionally Creates a new contact if none is found
Create Draft
Creates a new draft and optionally sends it
Create Post
Creates a new post
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Missive and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Missive triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Missive 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 Missive 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 Missive 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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
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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