Connect AlterEstate and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AlterEstate
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of AlterEstate and PocketGuard
Enable Integrations or automations with these events of AlterEstate and PocketGuard
Actions
List All Agents
Retrieves the list of all agents in the company
List Properties
List All Properties
List Buildings
List all Buildings.
List Cities
Retrieve a list of cities by country.
List Sectors
Retrieve a list of sectors
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Frequently Asked Questions
To start, connect both your AlterEstate and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how AlterEstate data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between AlterEstate and PocketGuard 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 AlterEstate and PocketGuard. 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 AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn MoreAbout PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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