IntegrationsAmazing MarvinWealthsimple
Amazing Marvin + Wealthsimple

Connect Amazing Marvin and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Amazing Marvin

When this happens...

Choose an Action

Wealthsimple

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Enable Integrations or automations with these events of Amazing Marvin and Wealthsimple

Enable Integrations or automations with these events of Amazing Marvin and Wealthsimple

Actions

Create Task

Create Task

Creates a new task.

Delete one or more reminders hold

Delete one or more reminders hold

Deletes the chosen reminders .

Create Project

Create Project

Creates a new project.

Set reminder

Set reminder

Set a reminder

Start/Stop time tracking

Start/Stop time tracking

Start or Stop time tracking of a task by ID.

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Frequently Asked Questions

How do I start an integration between Amazing Marvin and Wealthsimple?

To start, connect both your Amazing Marvin and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Amazing Marvin triggers actions in Wealthsimple (or vice versa).

Can we customize how data from Amazing Marvin is recorded in Wealthsimple?

Absolutely. You can customize how Amazing Marvin 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.

How often does the data sync between Amazing Marvin and Wealthsimple?

The data sync between Amazing Marvin and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Amazing Marvin to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Amazing Marvin and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Amazing Marvin 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.

Amazing Marvin

About Amazing Marvin

Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.

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Wealthsimple

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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