Connect Ringg AI and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Ringg AI and elements financial advisor
Enable Integrations or automations with these events of Ringg AI and elements financial advisor
Actions
List Agents
Show all agents in your account.
Get call details
Get details for a specific call, including optional AI analysis
Get Workspace Numbers
Retrieve the phone numbers available in this workspace.
Place an outbound call
Place an outbound call to a contact or phone number
Explore more automations built by businesses and experts
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Frequently Asked Questions
To start, connect both your Ringg AI and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Ringg AI triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Ringg AI data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Ringg AI and elements financial 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 Ringg AI and elements financial 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 Ringg AI
Ringg AI offers advanced AI-driven solutions to enhance communication and customer interaction. With cutting-edge technology, it streamlines processes and improves efficiency for businesses.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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