Integrations Fillout Personal Capital
Fillout + Personal Capital

Connect Fillout and Personal Capital to Build Intelligent Automations

Choose a Trigger

Fillout

When this happens...

Choose an Action

Personal Capital

Automatically do this!

Enable Integrations or automations with these events of Fillout and Personal Capital

Enable Integrations or automations with these events of Fillout and Personal Capital

Triggers

New Submission

New Submission

Triggers when a form receives a new submission.

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Actions

Get Form Responses

Get Form Responses

Get all response data provided by users.

Search Response

Search Response

Returns a single Responses by its ID

Delete Response

Delete Response

Deletes a submission by its ID

Request a new Action for Fillout

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Frequently Asked Questions

How do I start an integration between Fillout and Personal Capital?

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

Can we customize how data from Fillout is recorded in Personal Capital?

Absolutely. You can customize how Fillout 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.

How often does the data sync between Fillout and Personal Capital?

The data sync between Fillout and Personal Capital 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 Fillout to Personal Capital?

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 Fillout and Personal Capital?

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

Fillout

About Fillout

Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.

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Personal Capital

About 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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