Connect Neeto Form and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of Neeto Form and Finaeo
Enable Integrations or automations with these events of Neeto Form and Finaeo
Triggers
New Submission
Triggers when new submission is for the form.
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Frequently Asked Questions
To start, connect both your Neeto Form and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Neeto Form triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Neeto Form data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between Neeto Form and Finaeo 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 Neeto Form and Finaeo. 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 Neeto Form
neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.
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About Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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