Integrations Dromo Personal Capital
Dromo + Personal Capital

Connect Dromo and Personal Capital to Build Intelligent Automations

Choose a Trigger

Dromo

When this happens...

Choose an Action

Personal Capital

Automatically do this!

Enable Integrations or automations with these events of Dromo and Personal Capital

Enable Integrations or automations with these events of Dromo and Personal Capital

Actions

Get All Uploads

Get All Uploads

Fetch all the uploaded data.

List Import Schemas

List Import Schemas

List all the import schemas.

Get Import Schema

Get Import Schema

Retrieve a selected import schema

Delete an import schema

Delete an import schema

Remove the import schema.

Create Schema

Create Schema

Creates a new schema.

Request a new Action for Dromo

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Frequently Asked Questions

How do I start an integration between Dromo and Personal Capital?

To start, connect both your Dromo and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Dromo triggers actions in Personal Capital (or vice versa).

Can we customize how data from Dromo is recorded in Personal Capital?

Absolutely. You can customize how Dromo data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dromo and Personal Capital?

The data sync between Dromo and Personal Capital typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dromo to Personal Capital?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dromo and Personal Capital?

Yes, you can set conditional logic to control the flow of data between Dromo and Personal Capital. 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.

Dromo

About Dromo

Dromo is a powerful data import platform designed to simplify and streamline the process of importing data into applications. It offers a user-friendly interface and robust features to handle complex data import tasks efficiently, making it ideal for businesses looking to enhance their data management capabilities.

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Personal Capital

About Personal Capital

Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.

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