Connect phedone and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for phedone
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Integrate phedone with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your phedone and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in phedone triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how phedone 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 phedone 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 phedone 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 phedone
Phedone is an natural language processing tool to automate and improve your customer ticketing and knowledge base flow
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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