Connect ponto and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ponto and Finaeo?

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

Can we customize how data from ponto is recorded in Finaeo?

Absolutely. You can customize how ponto 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.

How often does the data sync between ponto and Finaeo?

The data sync between ponto and Finaeo 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 ponto to Finaeo?

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 ponto and Finaeo?

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

ponto

About ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

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Finaeo

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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