Connect BaseLinker and Wealthfront to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Invoice
Order Status Changed
Choose an Action
Automatically do this!
- Request a new Action for Wealthfront
Enable Integrations or automations with these events of BaseLinker and Wealthfront
Enable Integrations or automations with these events of BaseLinker and Wealthfront
Triggers
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
Actions
Add Invoice
Add an invoice to the order
Add Order
Creates a new order
Add Payment
Add a payment to the order
Update Order Status
Update status of a specific order
Add a Tracking Number
Add a tracking number to the order
Update Order
Update status of a specific order
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your BaseLinker and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in BaseLinker triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how BaseLinker data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between BaseLinker and Wealthfront 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 BaseLinker and Wealthfront. 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 BaseLinker
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
Learn MoreAbout Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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