Connect 50 agents and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of 50 agents and eMoney Advisor
Enable Integrations or automations with these events of 50 agents and eMoney Advisor
Triggers
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Actions
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
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Frequently Asked Questions
To start, connect both your 50 agents and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and eMoney Advisor 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 50 agents and eMoney Advisor. 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 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
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About eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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