Connect Evenium and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New Guests Added
Guest Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Evenium and Personal Capital
Enable Integrations or automations with these events of Evenium and Personal Capital
Triggers
New Event
Triggers when a new event is created.
New Guests Added
Triggers when new guest is added
Guest Created or Updated
Triggers when a new guest is created or updated.
Actions
Create participant
This action helps you add participants in an event.
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Frequently Asked Questions
To start, connect both your Evenium and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Evenium triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Evenium data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Evenium and Personal Capital 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 Evenium and Personal Capital. 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 Evenium
Evenium is a comprehensive solution for managing professional events. Evenium .NET handles registration, while OnSite takes care of entry management. ConnexMe, our mobile event app, provides interactive tools to your attendees and meetings.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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