Connect SMS.to and Wealthfront to Build Intelligent Automations

Choose a Trigger

SMS.to

When this happens...

Choose an Action

Wealthfront

Automatically do this!

Enable Integrations or automations with these events of SMS.to and Wealthfront

Enable Integrations or automations with these events of SMS.to and Wealthfront

Triggers

New Contact

New Contact

Triggers when a new contact is created in a list.

New Message Sent

New Message Sent

Triggers when a new message is sent using SMS.to.

Request a new Trigger for SMS.to

Actions

Estimate Single SMS

Estimate Single SMS

Estimate a Single SMS

Create a Contact

Create a Contact

Add a new contact in SMS.to

Send Single SMS

Send Single SMS

Send SMS to a phone number.

Get Recent Optouts

Get Recent Optouts

Get optouts detail that were opted out in last 1hr.

Request a new Action for SMS.to

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Frequently Asked Questions

How do I start an integration between SMS.to and Wealthfront?

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

Can we customize how data from SMS.to is recorded in Wealthfront?

Absolutely. You can customize how SMS.to 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 SMS.to and Wealthfront?

The data sync between SMS.to 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 SMS.to 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 SMS.to and Wealthfront?

Yes, you can set conditional logic to control the flow of data between SMS.to 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.

SMS.to

About SMS.to

SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.

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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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