Connect Worksection and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Worksection and elements financial advisor
Enable Integrations or automations with these events of Worksection and elements financial advisor
Triggers
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Actions
Create Project
Adds a new project into your account.
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Frequently Asked Questions
To start, connect both your Worksection and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Worksection data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Worksection and elements financial 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 Worksection and elements financial 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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