Connect Stormboard and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Stormboard and Wealthsimple
Enable Integrations or automations with these events of Stormboard and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Stormboard data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Stormboard and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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