Connect Eledo and The Value Builder System to Build Intelligent Automations
Enable Integrations or automations with these events of Eledo and The Value Builder System
Enable Integrations or automations with these events of Eledo and The Value Builder System
Actions
Generate PDF Document
Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.
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Frequently Asked Questions
To start, connect both your Eledo and The Value Builder System accounts to viaSocket. Once connected, you can set up a workflow where an event in Eledo triggers actions in The Value Builder System (or vice versa).
Absolutely. You can customize how Eledo data is recorded in The Value Builder System. This includes choosing which data fields go into which fields of The Value Builder System, setting up custom formats, and filtering out unwanted information.
The data sync between Eledo and The Value Builder System 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 Eledo and The Value Builder System. 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 Eledo
Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.
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About The Value Builder System
Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.
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