IntegrationsUniverseWealthsimple
Universe + Wealthsimple

Connect Universe and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Universe

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Universe and Wealthsimple

Enable Integrations or automations with these events of Universe and Wealthsimple

Actions

List All Guestlist

List All Guestlist

Retrieves the details of all guestlist

Request a new Action for Universe

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Frequently Asked Questions

How do I start an integration between Universe and Wealthsimple?

To start, connect both your Universe and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Universe triggers actions in Wealthsimple (or vice versa).

Can we customize how data from Universe is recorded in Wealthsimple?

Absolutely. You can customize how Universe 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.

How often does the data sync between Universe and Wealthsimple?

The data sync between Universe and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Universe to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Universe and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Universe 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.

Universe

About Universe

Universe is a DIY ticketing platform that provides everything event organizers need to sell tickets and manage small and medium-sized events.

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Wealthsimple

About 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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