Connect Aero Workflow and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Aero Workflow and Wealthsimple
Enable Integrations or automations with these events of Aero Workflow and Wealthsimple
Actions
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
Find All Team Members
Gets a list of Team Member Names.
Create Task
Creates a new Aero Task.
Create Email Aero
Creates a new Aero Email.
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Frequently Asked Questions
To start, connect both your Aero Workflow and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and Wealthsimple 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 Aero Workflow and Wealthsimple. 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 Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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