Connect Ebby and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Ebby

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Ebby and Wealthsimple?

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

Can we customize how data from Ebby is recorded in Wealthsimple?

Absolutely. You can customize how Ebby 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.

How often does the data sync between Ebby and Wealthsimple?

The data sync between Ebby and Wealthsimple 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 Ebby to Wealthsimple?

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 Ebby and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Ebby 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.

Ebby

About Ebby

Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.

Learn More
Wealthsimple

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.

Learn More