Connect Productlane and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Productlane and Wealthsimple
Enable Integrations or automations with these events of Productlane and Wealthsimple
Triggers
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Actions
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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Frequently Asked Questions
To start, connect both your Productlane and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Productlane 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 Productlane 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 Productlane 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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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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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