Connect Reply and NerdWallet to Build Intelligent Automations
Enable Integrations or automations with these events of Reply and NerdWallet
Enable Integrations or automations with these events of Reply and NerdWallet
Actions
Mark as Finished
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Remove Person From Campaign
Removes a person from a specific campaign in an array of campaigns.
Create Person and Push to Campaign
Creates a person and immediately adds them to a campaign.
Create Person
Creates a new person.
Add Step to Campaign
Adds a new step to an existing campaign.
List Campaigns
Get List of Campaigns
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Frequently Asked Questions
To start, connect both your Reply and NerdWallet accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in NerdWallet (or vice versa).
Absolutely. You can customize how Reply data is recorded in NerdWallet. This includes choosing which data fields go into which fields of NerdWallet, setting up custom formats, and filtering out unwanted information.
The data sync between Reply and NerdWallet 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 Reply and NerdWallet. 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 Reply
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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About NerdWallet
NerdWallet is a personal finance company that provides tools and resources to help individuals make informed financial decisions. It offers insights on credit cards, banking, investing, loans, and insurance, empowering users to manage their finances effectively.
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