Connect PollPe and Betterment to Build Intelligent Automations

Choose a Trigger

PollPe

When this happens...

Choose an Action

Betterment

Automatically do this!

Enable Integrations or automations with these events of PollPe and Betterment

Enable Integrations or automations with these events of PollPe and Betterment

Triggers

Form Submitted

Form Submitted

Runs when form is submitted.

Request a new Trigger for PollPe

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between PollPe and Betterment?

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

Can we customize how data from PollPe is recorded in Betterment?

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

How often does the data sync between PollPe and Betterment?

The data sync between PollPe and Betterment 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 PollPe to Betterment?

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 PollPe and Betterment?

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

PollPe

About PollPe

PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.

Learn More
Betterment

About Betterment

Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.

Learn More