Connect Apollo and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account Created
New Contact
Contact Is Updated
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Apollo and eMoney Advisor
Enable Integrations or automations with these events of Apollo and eMoney Advisor
Triggers
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
Actions
Create Account
Creates a new account in Apollo using the details you provide.
Create Contact
Creates a new contact in your team's Apollo account.
Create Deal
Creates a new deal in your Apollo account.
Create Task
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Update Account
Updates an existing Apollo account with the provided account details and owner.
Find Contacts
Search for contacts by name, job title, company, or email and return matching contact information.
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Step by step guides to integrate Apollo and eMoney Advisor
Frequently Asked Questions
To start, connect both your Apollo and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Apollo data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and eMoney 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 Apollo and eMoney 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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
Learn More
