Connect Simplesat and fin compliance to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Simplesat
Choose an Action
Automatically do this!
- Request a new Action for fin compliance
Enable Integrations or automations with these events of Simplesat and fin compliance
Enable Integrations or automations with these events of Simplesat and fin compliance
Actions
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
Create/Update Customer
Creates/updates a customer.
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Frequently Asked Questions
To start, connect both your Simplesat and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplesat triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how Simplesat 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.
The data sync between Simplesat and fin compliance 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 Simplesat 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.
About Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn MoreAbout 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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