Connect Maybe and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Maybe and eMoney Advisor
Enable Integrations or automations with these events of Maybe and eMoney Advisor
Actions
Create User
Create a new user.
Create Task
Create a new task.
List Tasks
Retrieve all the tasks.
Delete Task
Delete a specific task.
Update Task
Update the specific task.
Find Task
Retrieve the details of a specific task.
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Frequently Asked Questions
To start, connect both your Maybe and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Maybe triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Maybe 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 Maybe 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 Maybe 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 Maybe
Maybe* is a tool that helps organisations listen and engage with their customers through social media, benchmark their results, and optimise the ROI of their activity.
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About eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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