Connect Emelia and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Emelia

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Emelia and Wealthsimple

Enable Integrations or automations with these events of Emelia and Wealthsimple

Triggers

Fetch advanced campaign

Fetch advanced campaign

Request a new Trigger for Emelia

Actions

Create a campaign

Create a campaign

Create a new campaign with targeted email lists and content setup.

Add contact to a campaign

Add contact to a campaign

Add a contact to a specific campaign for targeted outreach and engagement.

Create a LinkedIn campaign

Create a LinkedIn campaign

The action "Create a LinkedIn campaign" initiates a new LinkedIn campaign via API.

Add contact to a LinkedIn campaign

Add contact to a LinkedIn campaign

The action "Add contact to a LinkedIn campaign" adds contacts to your campaign.

Create an advanced campaign

Create an advanced campaign

The action "Create an advanced campaign" initiates a complex, customized campaign with advanced settings

List campaigns

List campaigns

List a campaigns

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Frequently Asked Questions

How do I start an integration between Emelia and Wealthsimple?

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

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

Absolutely. You can customize how Emelia 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 Emelia and Wealthsimple?

The data sync between Emelia 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 Emelia 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 Emelia and Wealthsimple?

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

Emelia

About Emelia

Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.

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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.

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