Integrations SimpleKPI fin compliance
SimpleKPI + fin compliance

Connect SimpleKPI and fin compliance to Build Intelligent Automations

Choose a Trigger

SimpleKPI

When this happens...

Choose an Action

fin compliance

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Enable Integrations or automations with these events of SimpleKPI and fin compliance

Enable Integrations or automations with these events of SimpleKPI and fin compliance

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and fin compliance?

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

Can we customize how data from SimpleKPI is recorded in fin compliance?

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

How often does the data sync between SimpleKPI and fin compliance?

The data sync between SimpleKPI and fin compliance 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 SimpleKPI to fin compliance?

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 SimpleKPI and fin compliance?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and fin compliance. 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.

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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fin compliance

About fin compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

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