Connect DaySchedule and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of DaySchedule and eMoney Advisor
Enable Integrations or automations with these events of DaySchedule and eMoney Advisor
Triggers
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
New Team
Trigger when new team is created.
Actions
Create Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
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Frequently Asked Questions
To start, connect both your DaySchedule and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how DaySchedule 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 DaySchedule 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 DaySchedule 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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About eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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