Connect Missive and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Missive and elements financial advisor
Enable Integrations or automations with these events of Missive and elements financial advisor
Triggers
New Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
New Message
Triggers when a new message is received through email ,sms etc
Actions
Create Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
Find or Create Contact
Find an existing contact . Optionally Creates a new contact if none is found
Create Draft
Creates a new draft and optionally sends it
Create Post
Creates a new post
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Frequently Asked Questions
To start, connect both your Missive and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Missive triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Missive 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 Missive 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 Missive 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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
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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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