Connect Waveline Extract and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Waveline Extract
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Waveline Extract and Wealthsimple
Enable Integrations or automations with these events of Waveline Extract and Wealthsimple
Actions
Create Job - Extract Document
Create the job to extracts data(JSON) from your document.
Get Job
Get the result of a job you created earlier with Extract Document
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Frequently Asked Questions
To start, connect both your Waveline Extract and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Waveline Extract triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Waveline Extract 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 Waveline Extract 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 Waveline Extract 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 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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