Connect Flexmail and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Flexmail
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Flexmail and eMoney Advisor
Enable Integrations or automations with these events of Flexmail and eMoney Advisor
Actions
Create Contact
Create a contact
Update Contact
Update a contact using contact id
Subscribe Contact to Interest
Subscribe a contact to a selected interest.
Find Contact
Finds a contact based on email.
Unsubscribe a Contact
Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.
Unsubscribe Contact From Interest
Unsubscribe a contact from an interest.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Flexmail and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Flexmail triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Flexmail 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 Flexmail 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 Flexmail 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 Flexmail
Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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