Connect Formsite and Wealthfront to Build Intelligent Automations
Enable Integrations or automations with these events of Formsite and Wealthfront
Enable Integrations or automations with these events of Formsite and Wealthfront
Triggers
New Form Result
Triggers when a user submits a new form results.
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Frequently Asked Questions
To start, connect both your Formsite and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Formsite triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Formsite data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Formsite and Wealthfront 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 Formsite and Wealthfront. 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 Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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About Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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