Connect Zilus and Personal Capital to Build Intelligent Automations
Enable Integrations or automations with these events of Zilus and Personal Capital
Enable Integrations or automations with these events of Zilus and Personal Capital
Actions
Create Contact
Create a new contact in Zilus.
Update Contact
Update the details of a existing contact.
Create Contact Group
Create a new contact group in Zilus.
Update Contact Group
Update the details of a specific contact group.
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Frequently Asked Questions
To start, connect both your Zilus and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Zilus triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Zilus data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Zilus and Personal Capital 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 Zilus and Personal Capital. 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 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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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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