Connect NEXT and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of NEXT and elements financial advisor
Enable Integrations or automations with these events of NEXT and elements financial advisor
Actions
Find Account
Find an account in Next
Create a New Account
Creates a new account in next.
Create Highlight
Create a highlight
Create Recording
Create a recording in Next
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Frequently Asked Questions
To start, connect both your NEXT and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in NEXT triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how NEXT 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 NEXT 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 NEXT 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 NEXT
Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.
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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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