Connect Botbiz and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Botbiz

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Botbiz and Wealthsimple

Enable Integrations or automations with these events of Botbiz and Wealthsimple

Actions

Send Template Message

Send Template Message

Send template WhatsApp message to any mobile number.

Get Conversation

Get Conversation

Get Conversation of particular subscriber.

Send WhatsApp Message

Send WhatsApp Message

Send WhatsApp message to any mobile number.

Create Subscriber

Create Subscriber

Create a Subscriber/Contact.

Assign Labels To Subscriber

Assign Labels To Subscriber

Assign multiple labels to Subscriber.

Get Subscriber

Get Subscriber

Get Subscriber Using subscriber Phone Number.

Request a new Action for Botbiz

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Frequently Asked Questions

How do I start an integration between Botbiz and Wealthsimple?

To start, connect both your Botbiz and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Botbiz triggers actions in Wealthsimple (or vice versa).

Can we customize how data from Botbiz is recorded in Wealthsimple?

Absolutely. You can customize how Botbiz 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.

How often does the data sync between Botbiz and Wealthsimple?

The data sync between Botbiz and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Botbiz to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Botbiz and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Botbiz 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.

Botbiz

About Botbiz

Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.

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Wealthsimple

About 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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