Connect Datafiniti and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Datafiniti and elements financial advisor
Enable Integrations or automations with these events of Datafiniti and elements financial advisor
Actions
Search Businesses
Search businesses by name and retrieve business data (JSON or CSV). Optionally download results and limit the number of records.
Extract data from URL
Extract structured product and page details (images, categories, identifiers) from a webpage URL.
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Frequently Asked Questions
To start, connect both your Datafiniti and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Datafiniti triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Datafiniti data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Datafiniti and elements financial 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 Datafiniti and elements financial 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 Datafiniti
Datafiniti is a comprehensive data platform that provides access to a wide range of web data, enabling businesses to gather insights and make informed decisions. With its robust data collection and processing capabilities, Datafiniti helps users streamline their data acquisition processes.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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