Connect Dust and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Dust and elements financial advisor
Enable Integrations or automations with these events of Dust and elements financial advisor
Triggers
New Document
Triggers when a new document is created / upserted.
Actions
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload a document to a Dust Data Source / Folder.
Search Agent
Search for agent configurations by name in the workspace.
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Frequently Asked Questions
To start, connect both your Dust and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Dust 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 Dust 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 Dust 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 Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
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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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