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

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Prospect" from Elements Financial Advisor Tools.

Add your action

An action happens after the trigger—such as "Create App User" in Softr.

You’re connected!

Zapier seamlessly connects Elements Financial Advisor Tools and Softr, automating your workflow.

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.

New Prospect
Triggers when a new prospect is added to Elements.
Trigger
Polling
Try It
- Database
  Required
- Table
  Required
Trigger
Polling
Try It
- Database
  Required
- Table
  Required
Action
Write
- Database
  Required
- Table
  Required
- Record
  Required
Action
Write
- Database
  Required
- Table
  Required
- Field
  Required
- Operator
  Required
- Value
  Required
Action
Search

- Database
  Required
- Table
  Required
Trigger
Polling
Try It
- Domain
  Required
- Email
  Required
- Full name
- Initial Password
- Generate Magic Link
Action
Write
- Domain
  Required
- Email
  Required
Action
Write
- Database
  Required
- Table
  Required
- Record
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Elements Financial Advisor Tools and Softr 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.

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.

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.

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.

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.

Learn how to automate Softr on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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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Related categories

Forms & Surveys

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Softr

Softr is a no-code platform to build customer portals and internal tools powered by Airtable or Google Sheets.