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How to get started with Elements Financial Monitoring System on Zapier
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About Elements Financial Monitoring System's app
|Are self-hosted or cloud-hosted accounts supported?
||Cloud-hosted accounts only
|Is a paid Elements Financial Monitoring System plan required?
||Financial advisor user accounts can be purchased by contacting Elements directly at www.getelements.com./td>
|Are any special account permissions required?
||You must have a financial advisor user account in Elements Financial Monitoring System. Client user accounts will error.
|Are there usage limits?
|Are there pagination limits?
||Elements Financial Monitorying System will return a maximum of 1 MB of data.
|Do trigger samples use real data from your account or generic data?
||Real trigger samples
|Are custom fields supported?
|Do update actions overwrite or append to existing data?
|Is there any additional info?
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field types, troubleshoot errors, data privacy