Connect KanbanFlow and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of KanbanFlow and elements financial advisor
Enable Integrations or automations with these events of KanbanFlow and elements financial advisor
Triggers
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Actions
Create Task
Create a task in a column or swimlane
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Frequently Asked Questions
To start, connect both your KanbanFlow and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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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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