Connect Webshipper and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Webshipper and eMoney Advisor
Enable Integrations or automations with these events of Webshipper and eMoney Advisor
Triggers
New Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Actions
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
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Frequently Asked Questions
To start, connect both your Webshipper and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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 Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
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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