FIN Compliance and RowShare

Easily integrate FIN Compliance and RowShare without any code.

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.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with FIN Compliance through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in FIN Compliance

Or the other way round:

When this happens in FIN Compliance

Automatically do that in RowShare

FIN Compliance Triggers and Actions

Below is a list of triggers and actions available on FIN Compliance via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Compliance Calendar Task

Triggers when a new task is added in your FIN Compliance calendar.

and more triggers

FIN Compliance doesn't offer (yet) any Trigger on Zapier.

Actions

Create Calendar Task

Creates a new (blue) task in your FIN Compliance calendar

Update Calendar Task

This action updates an existing task in the FIN Compliance Calendar. If the update changes the title/name of the task, then a new task is created instead.

and more actions

FIN Compliance doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.