Connect TextIt and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TextIt
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of TextIt and Finaeo
Enable Integrations or automations with these events of TextIt and Finaeo
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 Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how TextIt 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.
The data sync between TextIt and Finaeo 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 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.
About TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
Learn MoreAbout 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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