Connect Personio and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Created
Person Updated
Person Deleted
Employment Created
Employment Updated
Employment Deleted
Document Created
Document Updated
Document Signed
Document Deleted
Absence Period Created
Absence Period Status Updated
Absence Period Timerange Updated
Absence Period Deleted
Attendance Period Created
Attendance Period Updated
Attendance Period Deleted
Employment started
Employment Terminated
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Personio and Wealthsimple
Enable Integrations or automations with these events of Personio and Wealthsimple
Triggers
Person Created
Triggers when Person created
Person Updated
Triggers when Person updated.
Person Deleted
Triggers when Person deleted
Employment Created
Triggers when Employment created
Employment Updated
Triggers when Employment updated.
Employment Deleted
Triggers when Employment deleted
Actions
Create Person
Create a new Person.
Search Person
Search Person based on filters.
Delete Person
Delete a Person by Email.
Create Compensation
Create Compensation.
Create Compensation Types
Create Compensation Types.
Search Legal Entities
Search legal entities based in frilters .
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Frequently Asked Questions
To start, connect both your Personio and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Personio triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Personio 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 Personio 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 Personio 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 Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
Learn MoreAbout 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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