Connect syncro and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between syncro and Finaeo?

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

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

Absolutely. You can customize how syncro 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 syncro and Finaeo?

The data sync between syncro 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 syncro 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 syncro and Finaeo?

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

syncro

About syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

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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.

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