Connect Elastic Email and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Added
Campaign Sent
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Elastic Email and eMoney Advisor
Enable Integrations or automations with these events of Elastic Email and eMoney Advisor
Triggers
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign is created.
Actions
Get a Campaign
Get an existing campaign details
Get a Contact
Get a contact details by email.
Get all Contacts
Get all the existing contacts
Create a New Template
Create a new email template.
Get all Templates
Get all existing templates
Unsubscribe a Contact
Update a contact status to unsubscribed.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Elastic Email and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Elastic Email 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 Elastic Email 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 Elastic Email 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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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