Connect ORCID and eMoney Advisor to Build Intelligent Automations

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ORCID

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eMoney Advisor

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Enable Integrations or automations with these events of ORCID and eMoney Advisor

Enable Integrations or automations with these events of ORCID and eMoney Advisor

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Frequently Asked Questions

How do I start an integration between ORCID and eMoney Advisor?

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

Can we customize how data from ORCID is recorded in eMoney Advisor?

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

How often does the data sync between ORCID and eMoney Advisor?

The data sync between ORCID and eMoney 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 ORCID to eMoney 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 ORCID and eMoney Advisor?

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

ORCID

About ORCID

ORCID provides a unique identifier for researchers and scholars, enabling them to manage their professional information and track their research outputs across various platforms.

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eMoney Advisor

About eMoney Advisor

eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.

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