Connect salonbridge and Zoe Financial to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your salonbridge and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in salonbridge triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how salonbridge 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.
The data sync between salonbridge and Zoe Financial 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 salonbridge 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.
About salonbridge
SalonBridge lets you manage your appointments, accept online bookings, keep track of clients, payments, reports, and client reminders from the web, or from your smartphone.
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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.
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