Connect TextIt and fin compliance to Build Intelligent Automations
Enable Integrations or automations with these events of TextIt and fin compliance
Enable Integrations or automations with these events of TextIt and fin compliance
Actions
Create Topic
create a new topic.
Create a Group
create a new contact group.
Delete a Group
Deletes a contact group by its name.
Create Campaigns
create a new campaign.
Update Campaigns
update an existing campaign.
Delete Campaign Events
Delete a campaign event.
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Frequently Asked Questions
To start, connect both your TextIt and fin compliance accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in fin compliance (or vice versa).
Absolutely. You can customize how TextIt 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 TextIt 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 TextIt 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 TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
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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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