Connect preezie and finmo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between preezie and finmo?

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

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

Absolutely. You can customize how preezie 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 preezie and finmo?

The data sync between preezie 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 preezie 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 preezie and finmo?

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

preezie

About preezie

preezie is a guided conversion and product discovery platform designed to help you bring the in-store experience online

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finmo

About finmo

Finmo manages the end to end mortgage process.

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