Connect PollPe and Wealthsimple to Build Intelligent Automations

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PollPe

When this happens...

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Wealthsimple

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Enable Integrations or automations with these events of PollPe and Wealthsimple

Enable Integrations or automations with these events of PollPe and Wealthsimple

Triggers

Form Submitted

Form Submitted

Runs when form is submitted.

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Frequently Asked Questions

How do I start an integration between PollPe and Wealthsimple?

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

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

Absolutely. You can customize how PollPe 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.

How often does the data sync between PollPe and Wealthsimple?

The data sync between PollPe and Wealthsimple 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 Wealthsimple?

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 Wealthsimple?

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

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.

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Wealthsimple

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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