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Roeto

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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Verified

Roeto

This app is supported and maintained by the official vendor Roeto.

Triggers and actions

Developed, supported and maintained by community users.

Append A New Activity Log To An Existing Task
Appends new documentation of activity in an existing task's activity log.
Action
Append A Text To A Client's Notes
Appends new text to a non-trom-yeutz client's notes.
Action
Append A Text To A Task's Description
Adds new text to existing task's description.
Action
Assign Agent To A Client
Assign an agent (סוכן משווק) to an active client.
Action
Assign An Employer To An Active Client (לקוח פעיל)
Creates a link between an employer to an active client (לקוח פעיל) as its current employer.
Action
Assign Gorem Metapel To A Client
Assigns a new gorem-metapel (גורם מטפל) to an active client.
Action
Change A Task's Due Date
Modifies the due date of an existing task.
Action
Check Mislaka Prerequisites
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.
Action
Convert A TromYeutz Client (לקוח טרום יעוץ) To An Active Client (לקוח פעיל)
Clones all personal details of a tromYeutz client (לקוח טרום יעוץ) into a new active client (לקוח פעיל). Important note: the tromYeutz client will remain as-is.
Action
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Supercharge your workflows

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.

Eliminate manual data entry

Automatically sync client details between Roeto and your other business tools to keep your financial records accurate without manual typing.

Speed up client onboarding

Automatically send welcome emails and portal invites to new clients as soon as they are added to Roeto.

Instantly notify your team

Set up automatic alerts in Slack or email the moment a pension client updates their portal or submits new information in Roeto.

Automate contract generation

Connect Roeto to document creation tools to instantly generate pension agreements and insurance forms using real-time client data.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.