Connect Trengo and NerdWallet to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Trengo
Choose an Action
Automatically do this!
- Request a new Action for NerdWallet
Enable Integrations or automations with these events of Trengo and NerdWallet
Enable Integrations or automations with these events of Trengo and NerdWallet
Actions
Create a profile
Creates a profile
Get a Contact
Get a Contact by id.
Update a profile
Update a profile by ID.
Delete a profile
Delete a profile by ID.
Create a note
Create a note to profile.
Attach a contact
Attach a contact
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Trengo and NerdWallet accounts to viaSocket. Once connected, you can set up a workflow where an event in Trengo triggers actions in NerdWallet (or vice versa).
Absolutely. You can customize how Trengo data is recorded in NerdWallet. This includes choosing which data fields go into which fields of NerdWallet, setting up custom formats, and filtering out unwanted information.
The data sync between Trengo and NerdWallet 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 Trengo and NerdWallet. 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 Trengo
Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
Learn MoreAbout NerdWallet
NerdWallet is a personal finance company that provides tools and resources to help individuals make informed financial decisions. It offers insights on credit cards, banking, investing, loans, and insurance, empowering users to manage their finances effectively.
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