Connect Rows and Zoe Financial to Build Intelligent Automations

Choose a Trigger

Rows

When this happens...

Choose an Action

Zoe Financial

Automatically do this!

Enable Integrations or automations with these events of Rows and Zoe Financial

Enable Integrations or automations with these events of Rows and Zoe Financial

Actions

Add Row

Add Row

Add a new row to the selected table using the values you provide.

Create table

Create table

Create a new table with the given name on the chosen page of your spreadsheet.

Delete table

Delete table

Deletes the selected table from the chosen spreadsheet.

Rename Table

Rename Table

Renames a table in the chosen spreadsheet to the new name you provide.

Create Spreadsheet Page

Create Spreadsheet Page

Adds a new page (tab) to the selected spreadsheet using the name you provide.

Delete Spreadsheet Page

Delete Spreadsheet Page

Remove a page (tab) from the chosen spreadsheet so it no longer appears.

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Frequently Asked Questions

How do I start an integration between Rows and Zoe Financial?

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

Can we customize how data from Rows is recorded in Zoe Financial?

Absolutely. You can customize how Rows data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Rows and Zoe Financial?

The data sync between Rows and Zoe Financial 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 Rows to Zoe Financial?

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 Rows and Zoe Financial?

Yes, you can set conditional logic to control the flow of data between Rows and Zoe Financial. 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.

Rows

About Rows

Rows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.

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Zoe Financial

About Zoe Financial

Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.

Learn More