Integrations Smartcat elements financial advisor
Smartcat + elements financial advisor

Connect Smartcat and elements financial advisor to Build Intelligent Automations

Choose a Trigger

Smartcat

When this happens...

Choose an Action

elements financial advisor

Automatically do this!

Enable Integrations or automations with these events of Smartcat and elements financial advisor

Enable Integrations or automations with these events of Smartcat and elements financial advisor

Actions

Delete the project

Delete the project

Delete the project.

Start processing the project statistics

Start processing the project statistics

Start processing the project statistics.

Enable or disable fuzzy matches

Enable or disable fuzzy matches

Enable/Disable fuzzy repetitions in project statistics

Cancel project

Cancel project

Cancel the project.

Restore project

Restore project

Restore the project.

Complete project

Complete project

Complete the project.

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Frequently Asked Questions

How do I start an integration between Smartcat and elements financial advisor?

To start, connect both your Smartcat and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartcat triggers actions in elements financial advisor (or vice versa).

Can we customize how data from Smartcat is recorded in elements financial advisor?

Absolutely. You can customize how Smartcat 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.

How often does the data sync between Smartcat and elements financial advisor?

The data sync between Smartcat and elements financial advisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Smartcat to elements financial advisor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Smartcat and elements financial advisor?

Yes, you can set conditional logic to control the flow of data between Smartcat 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.

Smartcat

About Smartcat

Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.

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elements financial advisor

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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