Connect WPForms and Betterment to Build Intelligent Automations
Enable Integrations or automations with these events of WPForms and Betterment
Enable Integrations or automations with these events of WPForms and Betterment
Triggers
New Form Entry
Triggers on a new form entry.
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Frequently Asked Questions
To start, connect both your WPForms and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in WPForms triggers actions in Betterment (or vice versa).
Absolutely. You can customize how WPForms 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 WPForms 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 WPForms 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 WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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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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