Connect Badger Maps and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Badger Maps
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Badger Maps and Wealthsimple
Enable Integrations or automations with these events of Badger Maps and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Badger Maps triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Badger Maps 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 Badger Maps 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 Badger Maps 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 Badger Maps
Badger Maps is a sales productivity and planning app for outside salespeople.
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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