Connect Setmore Appointments and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Setmore Appointments and Finaeo
Enable Integrations or automations with these events of Setmore Appointments and Finaeo
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
Know More About Setmore Appointment and Finaeo Integrations
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Frequently Asked Questions
To start, connect both your Setmore Appointments and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Setmore Appointments 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 Setmore Appointments 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 Setmore Appointments 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 Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
Learn MoreAbout 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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