Connect Roeto integrations
Aggregate your clients' insurance and investment records by connecting Roeto to Make. Linking this financial workspace to our workflow automation tool lets you instantly trigger pension clearinghouse requests, file incoming client documents, and sync active leads. Register for free today to build your first pension and investment integration.
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App developer is its official vendor.
This app is supported and maintained by the vendor Roeto.
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Appends new documentation of activity in an existing task's activity log.
Appends new text to a non-trom-yeutz client's notes.
Adds new text to existing task's description.
Assign an agent (סוכן משווק) to an active client.
Creates a link between an employer to an active client (לקוח פעיל) as its current employer.
Assigns a new gorem-metapel (גורם מטפל) to an active client.
Modifies the due date of an existing task.
Searches for any clients' (both tromYeutz and active - לקוחות טרום יעוץ ופעילים) that have matching values to a search criterion.
performs a pre-flight check of existence, authorization and availabilty of all prerequisites for submitting a Mislaka request for information on a trom-yeutz client.
Connect any app with Roeto
Popular Roeto workflows.
Connect Roeto with Make to automate your workflows. Sync data, link your favorite apps, and save time.
Transform your operations: Integrate Roeto with Make to automate workflows
Connect Roeto with Make to automatically sync client data, send instant notifications, and speed up pension onboarding. Eliminate manual entry and simplify financial reporting with powerful automated workflows.
Automatically sync client details between Roeto and your other business tools to keep your financial records accurate without manual typing.
Set up automatic alerts in Slack or email the moment a pension client updates their portal or submits new information in Roeto.
Automatically send welcome emails and portal invites to new clients as soon as they are added to Roeto.
Connect Roeto to document creation tools to instantly generate pension agreements and insurance forms using real-time client data.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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