Connect TNZ and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of TNZ and elements financial advisor
Enable Integrations or automations with these events of TNZ and elements financial advisor
Actions
Send SMS
Send an SMS to one or more phone numbers.
Create Contact
Create a new contact in the TNZ address book
Create Address Book Group
Create a new address book group to organize contacts.
Search Contacts
Fetch TNZ address book contacts by filters.
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Frequently Asked Questions
To start, connect both your TNZ and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in TNZ triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how TNZ 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 TNZ 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 TNZ 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 TNZ
TNZ is a comprehensive communication platform offering solutions for SMS, voice, and fax services, designed to enhance business communication and connectivity.
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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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