Connect unione and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between unione and Finaeo?

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

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

Absolutely. You can customize how unione 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 unione and Finaeo?

The data sync between unione 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 unione 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 unione and Finaeo?

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

unione

About unione

UniOne is a transactional-first email service provider

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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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