Connect Pyrus and SigFig to Build Intelligent Automations

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Pyrus

When this happens...

Choose an Action

SigFig

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Enable Integrations or automations with these events of Pyrus and SigFig

Enable Integrations or automations with these events of Pyrus and SigFig

Actions

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and SigFig?

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

Can we customize how data from Pyrus is recorded in SigFig?

Absolutely. You can customize how Pyrus 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.

How often does the data sync between Pyrus and SigFig?

The data sync between Pyrus and SigFig 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 Pyrus to SigFig?

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 Pyrus and SigFig?

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

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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SigFig

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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