Connect Papyrs and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Papyrs and Wealthsimple
Enable Integrations or automations with these events of Papyrs and Wealthsimple
Triggers
new page is created
runs when new page is created
Actions
Add heading to page
Adds a heading to a Papyrs page.
Add a paragraph to a page
Add a text paragraph to a page.
Add paragraph to page
Add a text paragraph to a Papyrs page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update page paragraph
Update the text in a page paragraph.
Update paragraph on page
Change the text of a paragraph widget on a page.
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Frequently Asked Questions
To start, connect both your Papyrs and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
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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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