Connect Fellow and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fellow
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of Fellow and elements financial advisor
Enable Integrations or automations with these events of Fellow and elements financial advisor
Actions
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
List Meeting Recordings
Find meeting recordings
Retrieve Recording
Get a meeting recording
List Meeting Notes
Get meeting notes and actions
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Frequently Asked Questions
To start, connect both your Fellow and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Fellow triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Fellow data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Fellow and elements financial 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 Fellow and elements financial 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 Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
Learn More
