Integrations Frill Personal Capital
Frill + Personal Capital

Connect Frill and Personal Capital to Build Intelligent Automations

Choose a Trigger

Frill

When this happens...

Choose an Action

Personal Capital

Automatically do this!

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

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

Triggers

New Idea

New Idea

Triggers when a new Idea is created.

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Actions

Update Idea

Update Idea

Update an existing Idea.

List All Ideas

List All Ideas

Fetch all ideas from your Frill account and return them as a single list.

Request a new Action for Frill

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Frill 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 Frill and Personal Capital?

The data sync between Frill 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 Frill 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 Frill and Personal Capital?

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

Frill

About Frill

Frill lets you collect customer feedback, communicate a public roadmap and announce new features.

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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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