Connect Orderspace and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Orderspace and Wealthsimple
Enable Integrations or automations with these events of Orderspace and Wealthsimple
Triggers
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
New Payment
Triggers when a new payment is created.
New Product
Triggers when a new product is created.
Actions
Create Customer
Creating a new customer
Create a Price List
Create a new price list.
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Frequently Asked Questions
To start, connect both your Orderspace and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Orderspace data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Orderspace and Wealthsimple 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 Orderspace and Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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