Connect Survser and Finaeo to Build Intelligent Automations

Choose a Trigger

Survser

When this happens...

Choose an Action

Finaeo

Automatically do this!

Enable Integrations or automations with these events of Survser and Finaeo

Enable Integrations or automations with these events of Survser and Finaeo

Triggers

new survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Trigger for Survser

Actions

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Action for Survser

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Frequently Asked Questions

How do I start an integration between Survser and Finaeo?

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

Can we customize how data from Survser is recorded in Finaeo?

Absolutely. You can customize how Survser 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.

How often does the data sync between Survser and Finaeo?

The data sync between Survser and Finaeo 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 Survser to Finaeo?

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 Survser and Finaeo?

Yes, you can set conditional logic to control the flow of data between Survser 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.

Survser

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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Finaeo

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

Learn More