Connect SMS Partner and Wealthfront to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMS Partner
Choose an Action
Automatically do this!
- Request a new Action for Wealthfront
Enable Integrations or automations with these events of SMS Partner and Wealthfront
Enable Integrations or automations with these events of SMS Partner and Wealthfront
Actions
Send SMS
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel Scheduled SMS
Cancel a previously scheduled SMS using its Message ID.
Create Contact
Create a new contact within a group.
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Frequently Asked Questions
To start, connect both your SMS Partner and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Partner triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how SMS Partner 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.
The data sync between SMS Partner and Wealthfront 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 SMS Partner 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.
About SMS Partner
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
Learn MoreAbout 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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