Connect webCRM and Betterment to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Delivery
New Document
New Opportunity
New Organization
New Person
New Product
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Updated
Product Updated
Support Case Updated
Choose an Action
Automatically do this!
- Request a new Action for Betterment
Enable Integrations or automations with these events of webCRM and Betterment
Enable Integrations or automations with these events of webCRM and Betterment
Triggers
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created .
Actions
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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Frequently Asked Questions
To start, connect both your webCRM and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Betterment (or vice versa).
Absolutely. You can customize how webCRM data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and Betterment 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 webCRM and Betterment. 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 Betterment
Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.
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