Connect Samsara and Zoe Financial to Build Intelligent Automations
Enable Integrations or automations with these events of Samsara and Zoe Financial
Enable Integrations or automations with these events of Samsara and Zoe Financial
Actions
Create contact
Create a new contact.
Delete a contact
Remove a contact from your account.
Create an address
Create an address in Samsara with optional geofence, contacts, tags, and notes.
Create a route
Create a new route and add stops with locations.
Create Samsara document
Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.
Create driver
Create a new driver profile in Samsara
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Frequently Asked Questions
To start, connect both your Samsara and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Samsara triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Samsara 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 Samsara 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 Samsara 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 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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