Integrations Mural elements financial advisor
Mural + elements financial advisor

Connect Mural and elements financial advisor to Build Intelligent Automations

Choose a Trigger

Mural

When this happens...

Choose an Action

elements financial advisor

Automatically do this!

Enable Integrations or automations with these events of Mural and elements financial advisor

Enable Integrations or automations with these events of Mural and elements financial advisor

Triggers

New Mural

New Mural

Triggers when new murals are created.

New Area

New Area

Triggers when new areas are created in your mural.

New Room

New Room

Triggers when a new room is created.

New Sticky

New Sticky

Triggers when new stickies are created in your mural.

Request a new Trigger for Mural

Actions

Get murals for a room

Get murals for a room

get murals for a room

Get Rooms of a Workspace

Get Rooms of a Workspace

Get rooms of a workspace by its id.

Create a Mural

Create a Mural

Create a mural in a room.

Get murals for a workspace

Get murals for a workspace

get murals for a existing workspace.

Create Sticky

Create Sticky

Create one or more sticky note widgets on a mural.

Request a new Action for Mural

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Frequently Asked Questions

How do I start an integration between Mural and elements financial advisor?

To start, connect both your Mural and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Mural triggers actions in elements financial advisor (or vice versa).

Can we customize how data from Mural is recorded in elements financial advisor?

Absolutely. You can customize how Mural 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.

How often does the data sync between Mural and elements financial advisor?

The data sync between Mural and elements financial advisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Mural to elements financial advisor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Mural and elements financial advisor?

Yes, you can set conditional logic to control the flow of data between Mural 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.

Mural

About Mural

Mural is a digital workspace for visual collaboration, enabling teams to brainstorm, plan, and design together in real-time. It offers a variety of tools to create diagrams, flowcharts, and mind maps, making it easier to organize and share ideas.

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elements financial advisor

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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