Connect Twilio and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Messages
New Phone Number
New Alerts
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Twilio and eMoney Advisor
Enable Integrations or automations with these events of Twilio and eMoney Advisor
Triggers
New Messages
Returns the details of the new messages creted on your twilio account.
New Phone Number
Gives the detailed list of the phone number is active on the account.
New Alerts
Gives the details of alerts in every 15 minutes
Actions
Send SMS
Sends message to phone number
Create a Call
Creates Call to a phone number
Create a Message
Sends a message through phone number, messages media and channel.
Get a Message
Returns details of a message
Delete a Message
Deletes a message by id.
Get a Call
Returns the call details by id.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Twilio and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Twilio 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 Twilio 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 Twilio 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 Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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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