Connect AlterEstate and Wealthsimple 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 Wealthsimple
Enable Integrations or automations with these events of AlterEstate and Wealthsimple
Enable Integrations or automations with these events of AlterEstate and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how AlterEstate 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 AlterEstate 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 AlterEstate 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 AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn MoreAbout 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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