Connect Heap Analytics and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Heap Analytics
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of Heap Analytics and elements financial advisor
Enable Integrations or automations with these events of Heap Analytics and elements financial advisor
Actions
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
Add Account Properties
Add properties to account(s)
Get User Deletion Status
Check user deletion status
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Frequently Asked Questions
To start, connect both your Heap Analytics and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Heap Analytics triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Heap Analytics 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 Heap Analytics 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 Heap Analytics 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
Learn More
