Connect Phrase and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Created
Job Started
Job Completed
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Phrase and Wealthsimple
Enable Integrations or automations with these events of Phrase and Wealthsimple
Triggers
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
Actions
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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Frequently Asked Questions
To start, connect both your Phrase and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Phrase triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Phrase 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 Phrase 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 Phrase 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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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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