Connect 8x8 and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Event
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of 8x8 and eMoney Advisor
Enable Integrations or automations with these events of 8x8 and eMoney Advisor
Triggers
New SMS Event
Trigger's when any sms event occur.
Actions
Send SMS
Send a sms.
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Frequently Asked Questions
To start, connect both your 8x8 and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how 8x8 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 8x8 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 8x8 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 8x8
8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
Learn More
