Connect Streak and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Streak and elements financial advisor
Enable Integrations or automations with these events of Streak and elements financial advisor
Triggers
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is created.
Box Change Pipeline
Triggers when a Box is moved between Pipelines
Stage Created
Triggers when a new stage is created.
Actions
Create Contact
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
Get my teams
List all the teams
Get User
List all details for the user specified
List all Boxes in Pipeline
List all boxes in pipeline
Get Box
Get a Box
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Frequently Asked Questions
To start, connect both your Streak and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Streak triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Streak 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 Streak 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 Streak 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 Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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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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