Connect Infinity and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
New Member
New Attributes
New Item
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Infinity and Wealthsimple
Enable Integrations or automations with these events of Infinity and Wealthsimple
Triggers
New Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item is created.
Actions
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
Get a member
Gets a member of one of your workspace.
File Upload
Upload a file from URL to the workspace
Create a New Comment
Create a new comment on specific item.
Create a New Folder
Create a new folder in a workspace,board or optionally as child of another folder
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Frequently Asked Questions
To start, connect both your Infinity and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Infinity triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Infinity 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 Infinity 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 Infinity 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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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