Connect 8x8 and Wealthfront to Build Intelligent Automations

Choose a Trigger

8x8

When this happens...

Choose an Action

Wealthfront

Automatically do this!

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

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

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 Wealthfront?

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

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

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

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

The data sync between 8x8 and Wealthfront 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 Wealthfront?

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 Wealthfront?

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

About Wealthfront

Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.

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