Integrations Elastic Email Wealthfront
Elastic Email + Wealthfront

Connect Elastic Email and Wealthfront to Build Intelligent Automations

Choose a Trigger

Elastic Email

When this happens...

Choose an Action

Wealthfront

Automatically do this!

Enable Integrations or automations with these events of Elastic Email and Wealthfront

Enable Integrations or automations with these events of Elastic Email and Wealthfront

Triggers

Contact Added

Contact Added

Trigger when a new contact added to specified list.

Campaign Sent

Campaign Sent

Triggers when a campaign is created.

Request a new Trigger for Elastic Email

Actions

Get a Campaign

Get a Campaign

Get an existing campaign details

Get a Contact

Get a Contact

Get a contact details by email.

Get all Contacts

Get all Contacts

Get all the existing contacts

Create a New Template

Create a New Template

Create a new email template.

Get all Templates

Get all Templates

Get all existing templates

Unsubscribe a Contact

Unsubscribe a Contact

Update a contact status to unsubscribed.

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Frequently Asked Questions

How do I start an integration between Elastic Email and Wealthfront?

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

Can we customize how data from Elastic Email is recorded in Wealthfront?

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

How often does the data sync between Elastic Email and Wealthfront?

The data sync between Elastic Email and Wealthfront 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 Elastic Email to Wealthfront?

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 Elastic Email and Wealthfront?

Yes, you can set conditional logic to control the flow of data between Elastic Email and Wealthfront. 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.

Elastic Email

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.

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Wealthfront

About Wealthfront

Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.

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