Connect NileDesk and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of NileDesk and elements financial advisor
Enable Integrations or automations with these events of NileDesk and elements financial advisor
Actions
Create Draft Board Item
Create a new board item and save it as a draft.
Create Draft Process Flow Item
Create a new process flow item and save it as a draft.
Create Process Item
Create and submit a new process item
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Frequently Asked Questions
To start, connect both your NileDesk and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in NileDesk triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how NileDesk 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 NileDesk 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 NileDesk 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 NileDesk
NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.
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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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