Connect Webex and fin compliance to Build Intelligent Automations

Choose a Trigger

Webex

When this happens...

Choose an Action

fin compliance

Automatically do this!

Enable Integrations or automations with these events of Webex and fin compliance

Enable Integrations or automations with these events of Webex and fin compliance

Actions

Create Contact List

Create Contact List

Creates a new contact list in Webex Interact.

List Senders

List Senders

Show the list of senders available in Webex Interact.

Delete List

Delete List

Deletes a contact list from Webex Interact.

Create Short Link

Create Short Link

Creates a short link that sends people to a webpage and optionally tracks clicks and adds tags.

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Frequently Asked Questions

How do I start an integration between Webex and fin compliance?

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

Can we customize how data from Webex is recorded in fin compliance?

Absolutely. You can customize how Webex 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.

How often does the data sync between Webex and fin compliance?

The data sync between Webex and fin compliance 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 Webex to fin compliance?

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 Webex and fin compliance?

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

Webex

About Webex

Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.

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fin compliance

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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