Connect TimeOps and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of TimeOps and eMoney Advisor
Enable Integrations or automations with these events of TimeOps and eMoney Advisor
Triggers
New Project
Triggers when new project is created.
New User
Triggers when new user will be created.
Actions
Create Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
Start Timer
Starts the timer by creating a new registration.
Stop Timer
Stop the currently running timer.
List Customers
list all the customers.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your TimeOps and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeOps triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how TimeOps 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 TimeOps 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 TimeOps 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 TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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