Connect BaseLinker and Wealthsimple 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 Wealthsimple
Enable Integrations or automations with these events of BaseLinker and Wealthsimple
Enable Integrations or automations with these events of BaseLinker and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in BaseLinker triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how BaseLinker 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 BaseLinker 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 BaseLinker 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 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 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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