Connect Systeme.io and fin compliance to Build Intelligent Automations
Enable Integrations or automations with these events of Systeme.io and fin compliance
Enable Integrations or automations with these events of Systeme.io and fin compliance
Triggers
New Contact
Triggers when a new contact is created.
Actions
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
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Frequently Asked Questions
To start, connect both your Systeme.io and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Systeme.io triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how Systeme.io 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 Systeme.io 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 Systeme.io 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 Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
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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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