Connect Privyr and SigFig to Build Intelligent Automations
Enable Integrations or automations with these events of Privyr and SigFig
Enable Integrations or automations with these events of Privyr and SigFig
Actions
Create Client
Creates a new client
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Frequently Asked Questions
To start, connect both your Privyr and SigFig accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in SigFig (or vice versa).
Absolutely. You can customize how Privyr data is recorded in SigFig. This includes choosing which data fields go into which fields of SigFig, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and SigFig 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 Privyr and SigFig. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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About SigFig
SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.
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