Connect Booqable and Personal Capital to Build Intelligent Automations
Enable Integrations or automations with these events of Booqable and Personal Capital
Enable Integrations or automations with these events of Booqable and Personal Capital
Triggers
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Finalize Invoice
Triggers when an invoice is finalized.
Actions
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
List All Provinces
Retrieves the details of all provinces
List All Payments
Retrieves the details of all payments
List All Orders
Retrieves the details of all orders
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Frequently Asked Questions
To start, connect both your Booqable and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Booqable data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Booqable and Personal Capital 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 Booqable and Personal Capital. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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