IntegrationsCalamariWealthsimple
Calamari + Wealthsimple

Connect Calamari and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Calamari

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Calamari and Wealthsimple

Enable Integrations or automations with these events of Calamari and Wealthsimple

Actions

Create People

Create People

Creates a new People

Create Project Type

Create Project Type

Crerate a New Project type

Public Holiday For Employee

Public Holiday For Employee

Find public holidays for employee in dates range.

Search People

Search People

Search People by Email

Create Team

Create Team

Creates a new Team

Delete Team

Delete Team

Delete team

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Frequently Asked Questions

How do I start an integration between Calamari and Wealthsimple?

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

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

Absolutely. You can customize how Calamari 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 Calamari and Wealthsimple?

The data sync between Calamari 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 Calamari 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 Calamari and Wealthsimple?

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

Calamari

About Calamari

Calamari is a comprehensive HR management tool designed to streamline attendance tracking, leave management, and employee scheduling. It offers features such as clock-in/out, leave requests, and team calendar integration, making it ideal for businesses looking to enhance their human resources operations.

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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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