Connect Zilus and Investr to Build Intelligent Automations

Choose a Trigger

Zilus

When this happens...

Choose an Action

Investr

Automatically do this!

Enable Integrations or automations with these events of Zilus and Investr

Enable Integrations or automations with these events of Zilus and Investr

Actions

Create Contact

Create Contact

Create a new contact in Zilus.

Update Contact

Update Contact

Update the details of a existing contact.

Create Contact Group

Create Contact Group

Create a new contact group in Zilus.

Update Contact Group

Update Contact Group

Update the details of a specific contact group.

Request a new Action for Zilus

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Frequently Asked Questions

How do I start an integration between Zilus and Investr?

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

Can we customize how data from Zilus is recorded in Investr?

Absolutely. You can customize how Zilus data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zilus and Investr?

The data sync between Zilus and Investr 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 Zilus to Investr?

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 Zilus and Investr?

Yes, you can set conditional logic to control the flow of data between Zilus and Investr. 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.

Zilus

About Zilus

Zilus is a platform designed to streamline communication and enhance collaboration among teams, offering tools for project management, task tracking, and team chat functionalities.

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Investr

About Investr

Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.

Learn More