Connect Recras and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Update Booking
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Recras and Finaeo
Enable Integrations or automations with these events of Recras and Finaeo
Triggers
New Booking
Triggers when a new booking is created.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Actions
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
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Frequently Asked Questions
To start, connect both your Recras and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Recras triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Recras 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 Recras 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 Recras 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 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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