Integrations MyOperator fin compliance
MyOperator + fin compliance

Connect MyOperator and fin compliance to Build Intelligent Automations

Choose a Trigger

MyOperator

When this happens...

Choose an Action

fin compliance

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Enable Integrations or automations with these events of MyOperator and fin compliance

Enable Integrations or automations with these events of MyOperator and fin compliance

Triggers

New Call Received

New Call Received

Triggered when a new call is received in MyOperator.

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Actions

Initiate user call

Initiate user call

Initiate call by user id.

Initiate Anonymous Call

Initiate Anonymous Call

Initiates anonymous Call by Agent number and caller number.

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Frequently Asked Questions

How do I start an integration between MyOperator and fin compliance?

To start, connect both your MyOperator and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in MyOperator triggers actions in fin compliance (or vice versa).

Can we customize how data from MyOperator is recorded in fin compliance?

Absolutely. You can customize how MyOperator 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.

How often does the data sync between MyOperator and fin compliance?

The data sync between MyOperator and fin compliance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyOperator to fin compliance?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyOperator and fin compliance?

Yes, you can set conditional logic to control the flow of data between MyOperator 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.

MyOperator

About MyOperator

MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.

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fin compliance

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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