Connect Formbricks and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Formbricks and Wealthsimple
Enable Integrations or automations with these events of Formbricks and Wealthsimple
Actions
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
List Contact Attributes
Get a list of all contact attributes in the current environment.
List Contacts
Get a list of all contacts for the current environment.
List Persons
Get all the identified people from Formbricks.
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Frequently Asked Questions
To start, connect both your Formbricks and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Formbricks triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Formbricks data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Formbricks and Wealthsimple 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 Formbricks and Wealthsimple. 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
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About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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