Connect lemcal and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of lemcal and eMoney Advisor
Enable Integrations or automations with these events of lemcal and eMoney Advisor
Triggers
New Meeting
Triggers when a new meeting is booked
Explore more automations built by businesses and experts
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 Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your lemcal and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in lemcal triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how lemcal 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 lemcal 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 lemcal 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 lemcal
Lemcal is a comprehensive calendar management tool designed to streamline scheduling, event planning, and time management. It offers features such as event reminders, shared calendars, and integration with other productivity tools to enhance your organizational efficiency.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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