Connect Callbell and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
Team Membership Updated
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Callbell and Wealthsimple
Enable Integrations or automations with these events of Callbell and Wealthsimple
Triggers
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
Actions
Create New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
List Contact
Get all contacts in Callbell.
List Team
Get all team in Callbell.
Update Bot Status
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
List Channels
Get all channels in Callbell.
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Frequently Asked Questions
To start, connect both your Callbell and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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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