Connect Ganttic and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Ganttic and elements financial advisor
Enable Integrations or automations with these events of Ganttic and elements financial advisor
Actions
List All Users
Retrieves the list of all users
Add Task
Creates a new task.
Create Resource
Creates a new resource.
Create Project
Creates a new project.
Find Project
find project by title
List All Resources
Retrieves the list of all resources
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Frequently Asked Questions
To start, connect both your Ganttic and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Ganttic triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Ganttic data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Ganttic and elements financial 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 Ganttic and elements financial 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 Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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