Connect Gmail and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New mail matches your specified search criteria
New Email
New Attachment
New Starred Email
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Gmail and eMoney Advisor
Enable Integrations or automations with these events of Gmail and eMoney Advisor
Triggers
New mail matches your specified search criteria
Triggers when a new email matches your specified search criteria.
New Email
Triggers when a new email appears in the specified mailbox(label).
New Attachment
Triggers when you receive a new attachment in the specified mailbox(label).
New Starred Email
Triggers when a new email appears in the STARRED mailbox(label).
Actions
Send Mail
Sends a new email message using your Gmail account.
Find all Mail by label Id and Sender Email
find all mails filter by label Id and sender email.
Get all Mail
Retrieve all emails from the inbox.
Remove Label From Email
Remove a label from an email message.
Add Label to Email
Add a label to an email message.
Reply to Email
Send a reply to an email message.
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Gmail and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Gmail data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and eMoney 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 Gmail and eMoney 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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