Connect Aha! and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Aha! and elements financial advisor
Enable Integrations or automations with these events of Aha! and elements financial advisor
Triggers
New Idea User
Triggers when a new idea user is created in sceduled time.
New Product
Triggers when a new product is created in scheduled time.
Actions
Create a Feature
Creates a new feature in Aha.
Create an Idea User
Create an idea user.
Create a product
Create a product.
Create a release
Create a release.
Create a Note
Create a note.
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Frequently Asked Questions
To start, connect both your Aha! and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Aha! triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Aha! 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 Aha! 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 Aha! 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 Aha!
Aha! is a comprehensive product management software that helps teams set strategy, prioritize features, create visual roadmaps, and track progress.
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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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