Connect accessally and elements financial advisor to Build Intelligent Automations
Integrate accessally with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your accessally and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in accessally triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how accessally data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between accessally and elements financial 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 accessally and elements financial 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 accessally
AccessAlly makes it easy to build courses, memberships, and digital products on Wordpress so you have the power and flexibility you need to sell more, teach better, and engage longer.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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