Integrate Flotiq with Elements Financial Advisor Tools to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Flotiq with Elements Financial Advisor Tools - no code necessary. See how you can get setup in minutes.

Select a trigger from Flotiq

A trigger is an event that starts your Zap and runs the workflow. For example, with Flotiq, a trigger could be "Deleted Content Object."

A trigger is the event that kicks off your automated workflow.

Setup an action from Elements Financial Advisor Tools

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Flotiq to Elements Financial Advisor Tools

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Flotiq to Elements Financial Advisor Tools integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Flotiq and Elements Financial Advisor Tools to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Flotiq and Elements Financial Advisor Tools to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Scheduled
Try It
- Content Type Definition Name
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added to Elements.
Trigger
Scheduled
Try It

- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Scheduled
Try It
- Content Type Definition Name
Action
Write

Learn how to automate Flotiq on the Zapier blog

Learn how to automate Elements Financial Advisor Tools on the Zapier blog

About Flotiq

Flotiq is an API-first CMS that takes care of hosting, securing and scaling to guarantee your content is always on.

Related categories

Developer Tools

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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