Connect Qminder and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Qminder and eMoney Advisor
Enable Integrations or automations with these events of Qminder and eMoney Advisor
Triggers
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
Mark visitor as served
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
Actions
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
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Frequently Asked Questions
To start, connect both your Qminder and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Qminder data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Qminder and eMoney Advisor 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 Qminder and eMoney Advisor. 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 Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
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About eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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