Connect Stormboard and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Stormboard and elements financial advisor
Enable Integrations or automations with these events of Stormboard and elements financial advisor
Triggers
Idea Created
Triggered when a new idea is created in Stormboard.
Actions
Create Idea
Create a new idea in a Stormboard storm and set its type, content, and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
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Frequently Asked Questions
To start, connect both your Stormboard and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Stormboard 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.
The data sync between Stormboard and elements financial 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 Stormboard 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.
About Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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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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