Connect iPro and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for iPro
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of iPro and elements financial advisor
Enable Integrations or automations with these events of iPro and elements financial advisor
Actions
Create Lead
Add a new lead/enquiry to iPropMS CRM with contact details, enquiry message, transaction type, property location and optional visit date.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your iPro and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in iPro triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how iPro 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 iPro 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 iPro 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 iPro
iPropMS is a comprehensive property management solution designed to streamline operations for real estate professionals. It offers tools for managing properties, tenants, and maintenance tasks efficiently.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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