Connect Badger Maps and Betterment to Build Intelligent Automations
Enable Integrations or automations with these events of Badger Maps and Betterment
Enable Integrations or automations with these events of Badger Maps and Betterment
Actions
List Users Profile
List all Users Profile
List Account
Get list of all accounts
Create Check In
Create check-in for an account.
Get Check In
Retrieve user's check-ins for an account with customer_id.
Get Account
Find an exisiting Account by ID or Other fields.
Get Users
Find an exisiting user by email or id.
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Frequently Asked Questions
To start, connect both your Badger Maps and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in Badger Maps triggers actions in Betterment (or vice versa).
Absolutely. You can customize how Badger Maps data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.
The data sync between Badger Maps and Betterment 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 Badger Maps and Betterment. 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 Badger Maps
Badger Maps is a sales productivity and planning app for outside salespeople.
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About Betterment
Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.
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