Connect to 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? | Yes | Financial advisor user accounts can be purchased by contacting Elements directly at www.getelements.com. |
| Are any special account permissions required? | Yes | You must have a financial advisor user account in Elements Financial Monitoring System. Client user accounts will error. |
| Are there usage limits? | No | |
| Are there pagination limits? | Yes | Elements Financial Monitoring 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? | No | |
| Do update actions overwrite or append to existing data? | Not applicable | |
| Is there any additional info? | No |