Connect Sigma Computing and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sigma Computing
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Sigma Computing and eMoney Advisor
Enable Integrations or automations with these events of Sigma Computing and eMoney Advisor
Actions
List Account Types
Get all account types with their IDs, names, and descriptions.
Create team
Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).
Create workbook
Create a new workbook in a folder and optionally set its owner and description.
List Datasets
Retrieve all datasets in your Sigma Computing account.
List All Connections
See all configured data connections (ID, name, and type).
Create File
Create a workspace, folder, or workbook.
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Frequently Asked Questions
To start, connect both your Sigma Computing and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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 Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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