Connect Tiledesk and eMoney Advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Tiledesk and eMoney Advisor
Enable Integrations or automations with these events of Tiledesk and eMoney Advisor
Triggers
New contact Arrives
runs when new contact arrives
Actions
Create a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
Invite a team member
Invite a new team member by email and set their role
Create saved reply
Add a reusable message (title and text) to use in chats.
Create tag
Create a tag to organize conversations
Create support request
Create a new support request with an initial message.
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Frequently Asked Questions
To start, connect both your Tiledesk and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Tiledesk triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Tiledesk data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Tiledesk and eMoney 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 Tiledesk and eMoney 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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About eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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