Connect LiveChat and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Chat
Finished Chat
Chat Changed
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of LiveChat and Personal Capital
Enable Integrations or automations with these events of LiveChat and Personal Capital
Triggers
New Chat
Triggers when the chat is started.
Finished Chat
Triggers when the chat is ended.
Chat Changed
Triggers when the tag list for a chat was changed.
Know More About Livechat and Personal Capital Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your LiveChat and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveChat triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how LiveChat data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between LiveChat and Personal Capital 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 LiveChat and Personal Capital. 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 LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.