Connect Sender and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sender
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Sender and Wealthsimple
Enable Integrations or automations with these events of Sender and Wealthsimple
Actions
Create Field
Create a new field, for subscriber.
Create Campaign
Creates a new campaign.
Add Subscriber to Group
Add Subscriber to Group
Create Group
Creates a new group.
Remove Subscribers From Group
Remove subscribers from the existing group.
Create Subscriber
Creates a new subscriber.
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Frequently Asked Questions
To start, connect both your Sender and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Sender triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Sender data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Sender and Wealthsimple 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 Sender and Wealthsimple. 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 Sender
Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
Learn MoreAbout Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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