Connect snapADDY and fin compliance to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new contacts
Choose an Action
Automatically do this!
- Request a new Action for fin compliance
Enable Integrations or automations with these events of snapADDY and fin compliance
Enable Integrations or automations with these events of snapADDY and fin compliance
Triggers
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
Actions
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
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Frequently Asked Questions
To start, connect both your snapADDY and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how snapADDY 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 snapADDY 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 snapADDY 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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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