Finaeo integrations
Use Nekton to connect Finaeo with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Finaeo integrations with Nekton
Create automations that integrate Finaeo with other services
Nekton AI can integrate Finaeo with many online apps and tools.
Here are some popular integrations you can try to automate your Finaeo workflows:
Finaeo actions
Nekton can use any feature that is available in Finaeo API.
Using our advanced AI, you can easily create custom automations for Finaeo.
Here are some typical actions you can do in your automated workflows.
Create Contact Note
Create a note for a contact
Create Team Contact Note
Create a note for a team contact
Update Team Contact
Update Team Contact by ID
Find or Create a Contact
Searches for a contact & creates it if not found.
Find a Team Contact
Finds a team contact.
Create Contact
Create a new contact
Create Team Contact
Create a new team contact
Update Contact
Update Contact by ID
Find Contact
Finds a contact.
Find or Create Team Contact
Finds a team contact & creates it if not exist.
New Contact
Triggers when a new contact is created.
New Team Contact Note
Triggers when a new contact note is created for your team.
Updated Team Contact
Triggers when a contact is updated in your team.
New Contact Note
Triggers when a new contact note is created.
Updated Contact
Triggers when a contact is updated.
About Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.