Connect Kommo and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contact
Task Updated
Lead Responsible User Changed
Company Updated
Contact Updated
New Lead
New Task
Lead Updated
Lead Status Changed
Note added to lead
Contact Responsible User Changed
Company Responsible User Changed
Task Responsible User Changed
Restore Lead
Restore Contact
Restore Company
Delete Lead
Delete Contact
Delete Company
Delete Task
Note Added To Contact
Note Added To Company
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Kommo and eMoney Advisor
Enable Integrations or automations with these events of Kommo and eMoney Advisor
Triggers
New Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
Contact Updated
Triggers when contact is updated.
Actions
Create Company
Create a company into your account.
Create Contact
Create a new contact in your account.
Create Lead
Create a new lead in your kommo account.
Create Link
Create new link in your kommo account.
Create Task
Create new task in your kommo account.
Update Lead
Update a lead details by it's id.
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Step by step guides to integrate Kommo and eMoney Advisor
Frequently Asked Questions
To start, connect both your Kommo and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Kommo triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Kommo data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Kommo and eMoney 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 Kommo and eMoney 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
Learn More
