Connect Woovi and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Woovi

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Woovi and Wealthsimple

Enable Integrations or automations with these events of Woovi and Wealthsimple

Actions

Create a Charge Refund

Create a Charge Refund

Issue a full or partial refund for a charge using its correlation ID.

Create Charge

Create Charge

Create a new Woovi payment charge (PIX or overdue) and return the charge details.

Create a Pix QrCode Static

Create a Pix QrCode Static

Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.

Create a new Customer

Create a new Customer

Create a new customer in the system.

Request a new Action for Woovi

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Frequently Asked Questions

How do I start an integration between Woovi and Wealthsimple?

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

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

Absolutely. You can customize how Woovi 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 Woovi and Wealthsimple?

The data sync between Woovi 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 Woovi 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 Woovi and Wealthsimple?

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

Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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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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