Connect perfit and finmo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between perfit and finmo?

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

Can we customize how data from perfit is recorded in finmo?

Absolutely. You can customize how perfit data is recorded in finmo. This includes choosing which data fields go into which fields of finmo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between perfit and finmo?

The data sync between perfit and finmo 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 perfit to finmo?

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 perfit and finmo?

Yes, you can set conditional logic to control the flow of data between perfit and finmo. 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.

perfit

About perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.

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finmo

About finmo

Finmo manages the end to end mortgage process.

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