Connect Superchat and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
New Inbound Message
New Outbound Message
Note Created
Message Sending Failed
Conversation Done
Conversation Opened
Conversation Snoozed
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Superchat and Personal Capital
Enable Integrations or automations with these events of Superchat and Personal Capital
Triggers
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
New Outbound Message
Triggers when a new message is sent.
Note Created
Triggers when a new note is created.
Message Sending Failed
Triggers when sending an outbound message failed.
Actions
Create Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
Update Contact
Updates an existing contact.
Update Conversation
Updates an existing conversation.
List all channels
Lists all channels in workspace.
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Frequently Asked Questions
To start, connect both your Superchat and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Superchat triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Superchat data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Superchat and Personal Capital 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 Superchat and Personal Capital. 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 Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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