Connect Trengo and Wealthsimple 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 Wealthsimple
Enable Integrations or automations with these events of Trengo and Wealthsimple
Enable Integrations or automations with these events of Trengo and Wealthsimple
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
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Frequently Asked Questions
To start, connect both your Trengo and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Trengo triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Trengo data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Trengo and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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