Connect DragApp and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of DragApp and Wealthsimple
Enable Integrations or automations with these events of DragApp and Wealthsimple
Triggers
New Task Cards
Retrieves task cards created in the selected board column within the specified time window.
Actions
Create Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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Frequently Asked Questions
To start, connect both your DragApp and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how DragApp 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 DragApp 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 DragApp 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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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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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