Integrations smsmode eMoney Advisor
smsmode + eMoney Advisor

Connect smsmode and eMoney Advisor to Build Intelligent Automations

Choose a Trigger

smsmode

When this happens...

Choose an Action

eMoney Advisor

Automatically do this!

Enable Integrations or automations with these events of smsmode and eMoney Advisor

Enable Integrations or automations with these events of smsmode and eMoney Advisor

Actions

Send SMS to Recipients

Send SMS to Recipients

Send a text message to one or more phone numbers.

Get Organisation Channels

Get Organisation Channels

Get all channels for an organisation.

Cancel Scheduled Message

Cancel Scheduled Message

Cancel a scheduled message before it is sent

Request a new Action for smsmode

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Frequently Asked Questions

How do I start an integration between smsmode and eMoney Advisor?

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

Can we customize how data from smsmode is recorded in eMoney Advisor?

Absolutely. You can customize how smsmode 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.

How often does the data sync between smsmode and eMoney Advisor?

The data sync between smsmode and eMoney 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 smsmode to eMoney 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 smsmode and eMoney Advisor?

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

smsmode

About smsmode

smsmode is a leading platform for sending and managing SMS communications, offering robust solutions for businesses to enhance their customer engagement through text messaging.

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eMoney Advisor

About eMoney Advisor

eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.

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