Connect klaxoon and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of klaxoon and elements financial advisor
Enable Integrations or automations with these events of klaxoon and elements financial advisor
Actions
List All Boards
Get all existing boards.
Create Board
Creates a Board.
Create Idea in Board
Creates a new Idea in a Board.
Find Board
Find an existing Board.
Find Category in Board
Find an existing category in a Board.
Find Color in Board
Find an existing color in a Board.
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Frequently Asked Questions
To start, connect both your klaxoon and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in klaxoon triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how klaxoon 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 klaxoon 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 klaxoon 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 klaxoon
Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
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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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