Connect GorillaDesk and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Updated Customer
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of GorillaDesk and Wealthsimple
Enable Integrations or automations with these events of GorillaDesk and Wealthsimple
Triggers
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
Actions
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company
Get Company for the account.
List Users
Get all users form GorillaDesk.
List Customer
Get all customer form GorillaDesk.
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Frequently Asked Questions
To start, connect both your GorillaDesk and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how GorillaDesk data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between GorillaDesk and Wealthsimple 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 GorillaDesk and Wealthsimple. 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
Learn MoreAbout Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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