Connect Callyzer and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Callyzer and eMoney Advisor
Enable Integrations or automations with these events of Callyzer and eMoney Advisor
Triggers
New Event
Trigger's when new event occurs.
Actions
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Fetch Summary Report
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Fetch Employee Summary Report
Retrieves call counts, unique clients, and working hours for a given date range.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Callyzer and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Callyzer data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Callyzer and eMoney Advisor 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 Callyzer and eMoney Advisor. 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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