Connect Reamaze and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation
New message
New contact
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Reamaze and Personal Capital
Enable Integrations or automations with these events of Reamaze and Personal Capital
Triggers
New conversation
Trigger when new conversation is created
New message
Trigger when new message is created
New contact
Trigger when new contact is created
Know More About Reamaze and Personal Capital Integrations
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Frequently Asked Questions
To start, connect both your Reamaze and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Reamaze data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Reamaze and Personal Capital 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 Reamaze and Personal Capital. 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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