Connect SurveySparrow and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of SurveySparrow and elements financial advisor
Enable Integrations or automations with these events of SurveySparrow and elements financial advisor
Triggers
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list is created.
New Contact Property
Triggers when a new contact property is created.
New Team
Triggers when a new team is created.
New Survey folder
Triggers when a new survey folder is created.
Actions
Create Contact
Creates a new contact.
Update Contact
Update an existing contact by its email.
Delete Contact by Email
Deletes a contact from SurveySparrow using the provided email address.
Search Contact
Find a contact by its email id.
Create User
Creates a new user.
Update User
Update a user by its email address.
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Frequently Asked Questions
To start, connect both your SurveySparrow and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveySparrow triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how SurveySparrow 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 SurveySparrow 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 SurveySparrow 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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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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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