IntegrationsRotaCloudFinaeo
RotaCloud + Finaeo

Connect RotaCloud and Finaeo to Build Intelligent Automations

Choose a Trigger

RotaCloud

When this happens...

Choose an Action

Finaeo

Automatically do this!

Enable Integrations or automations with these events of RotaCloud and Finaeo

Enable Integrations or automations with these events of RotaCloud and Finaeo

Actions

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and Finaeo?

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

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

Absolutely. You can customize how RotaCloud 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 RotaCloud and Finaeo?

The data sync between RotaCloud 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 RotaCloud 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 RotaCloud and Finaeo?

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

RotaCloud

About RotaCloud

Automate and streamline your staff scheduling and time management with RotaCloud integration.

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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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