Connect Teamwork Desk and fin compliance to Build Intelligent Automations
Enable Integrations or automations with these events of Teamwork Desk and fin compliance
Enable Integrations or automations with these events of Teamwork Desk and fin compliance
Triggers
New Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
Ticket Assigned
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Ticket Unassigned
Actions
Create Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
Unassign Ticket
Unassigns the selected ticket.
Update Customer
Update Customer
Update Ticket
test
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Frequently Asked Questions
To start, connect both your Teamwork Desk and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how Teamwork Desk 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 Teamwork Desk 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 Teamwork Desk 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 Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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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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