Connect ProductPlan and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of ProductPlan and Finaeo
Enable Integrations or automations with these events of ProductPlan and Finaeo
Triggers
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
Actions
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
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Frequently Asked Questions
To start, connect both your ProductPlan and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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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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