Connect Eventix and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Location
New Event
New Shop
Update Event
Update Shop
Update Location
Update Shop Tracker
New Shop Tracker
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Eventix and eMoney Advisor
Enable Integrations or automations with these events of Eventix and eMoney Advisor
Triggers
New Location
Triggers When new Location is Created.
New Event
Triggers when new Event is Created.
New Shop
Triggers when new Shop is Created.
Update Event
Triggers when an Existing Event is Updated.
Update Shop
Triggers when an Exisitng Shop is Updated.
Update Location
Triggers When an Existing Location is Updated.
Actions
Create Location
Creates a Location.
Create Shop
Creates a Shop.
Update Shop
Updates an Existing Shop.
Delete Shop
Delete an Existing Shop.
Create ShopTracker
Creates a Shop Tracker.
Update Shop Tracker
Updates an Existing Shop Tracker.
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Frequently Asked Questions
To start, connect both your Eventix and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Eventix triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Eventix 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 Eventix 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 Eventix 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 eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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