Connect iformbuilder and elements financial advisor to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your iformbuilder and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in iformbuilder triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how iformbuilder 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 iformbuilder 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 iformbuilder 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 iformbuilder
iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.
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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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