Connect Natif and Betterment to Build Intelligent Automations

Choose a Trigger

Natif

When this happens...

Choose an Action

Betterment

Automatically do this!

Enable Integrations or automations with these events of Natif and Betterment

Enable Integrations or automations with these events of Natif and Betterment

Actions

Find uploaded documents

Find uploaded documents

Queries for documents that fulfill given parameters.

Get document by ID

Get document by ID

Get information about the given document, amongst others the processing status.

Delete a document

Delete a document

Permanently delete a document.

Get extraction results

Get extraction results

Get the extractions for the given document. The results are specific for the document's type.

Get OCR results

Get OCR results

Retrieves the ocr results for the document with the given id.

List existing document sharing tokens

List existing document sharing tokens

List info about existing document sharing tokens for the current users team.

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Frequently Asked Questions

How do I start an integration between Natif and Betterment?

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

Can we customize how data from Natif is recorded in Betterment?

Absolutely. You can customize how Natif data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Natif and Betterment?

The data sync between Natif and Betterment 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 Natif to Betterment?

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 Natif and Betterment?

Yes, you can set conditional logic to control the flow of data between Natif and Betterment. 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.

Natif

About Natif

Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.

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Betterment

About Betterment

Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.

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