Connect SQL Server and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of SQL Server and eMoney Advisor
Enable Integrations or automations with these events of SQL Server and eMoney Advisor
Actions
Execute a query
Execute any query on SQL Server Database
Insert a row
Insert a row in SQL Server Database
Update row
Update row in SQL Server Database Table
Find row via custom query
Find a row via query in SQL Server Database table
Find row
Find a row in SQL Server Database
Create or Update
Perform Upsert (Create or Update) operation in any SQL Server Database table.
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Frequently Asked Questions
To start, connect both your SQL Server and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in SQL Server triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how SQL Server 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 SQL Server 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 SQL Server 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 eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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