Connect 36Blocks and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of 36Blocks and Wealthsimple
Enable Integrations or automations with these events of 36Blocks and Wealthsimple
Actions
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
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Frequently Asked Questions
To start, connect both your 36Blocks and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in 36Blocks triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how 36Blocks data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between 36Blocks and Wealthsimple 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 36Blocks and Wealthsimple. 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 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
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About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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