Connect Gist and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Gist and elements financial advisor
Enable Integrations or automations with these events of Gist and elements financial advisor
Actions
Create or Update Contact
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply a tag to an existing contact.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to a Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Unsubscribe a contact from a specific Campaign.
Find a Contact
Find an Existing Contact.
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Frequently Asked Questions
To start, connect both your Gist and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Gist triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Gist 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 Gist 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 Gist 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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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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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