Connect 8x8 and Betterment to Build Intelligent Automations

Choose a Trigger

8x8

When this happens...

Choose an Action

Betterment

Automatically do this!

Enable Integrations or automations with these events of 8x8 and Betterment

Enable Integrations or automations with these events of 8x8 and Betterment

Triggers

New SMS Event

New SMS Event

Trigger's when any sms event occur.

Request a new Trigger for 8x8

Actions

Send SMS

Send SMS

Send a sms.

Request a new Action for 8x8

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Frequently Asked Questions

How do I start an integration between 8x8 and Betterment?

To start, connect both your 8x8 and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in Betterment (or vice versa).

Can we customize how data from 8x8 is recorded in Betterment?

Absolutely. You can customize how 8x8 data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 8x8 and Betterment?

The data sync between 8x8 and Betterment 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 8x8 to Betterment?

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 8x8 and Betterment?

Yes, you can set conditional logic to control the flow of data between 8x8 and Betterment. 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.

8x8

About 8x8

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

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Betterment

About Betterment

Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.

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