Automation flow builder for Assetti
Drag & drop automation flow builder
Up to 10X faster than custom development (engineering)
Pre-built automations and outstanding support
Generate PDFs, XSLX, CSVs and custom emails or reports
Welcome the automated company
dynamic insight allows you to integrate and automate processes with Assetti and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.
This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.
Popular Assetti automation actions:
Actions
- Get All Portfolios ✓ - Get all portfolios
- Get All Ownership Shares ✓ - Get all ownership shares
- Get All Properties ✓ - List all properties
- Delete Account ✓ - Delete account (BETA)
- Get All Units ✓ - Get all units
- Get Ownership Shares Of Portfolio ✓ - Get ownership shares of portfolio
- Get Valuations Of Property ✓ - Get valuations of property
- Get Ownership Shares Of Property ✓ - Get ownership shares of property
- Update Account ✓ - Create a new account (BETA) And 50 more...
Triggers
- Schedule trigger ✓
- On create / update trigger ✓
- Manual trigger ✓
- Webhook trigger ✓
- Trigger by other automation ✓
Assetti integrations:
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Frequently Asked Questions (FAQ)
How can I integrate and automate Assetti?
My app, tool or system is not listed as an integration above - how can I integrate it?
We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.
What is dynamicInsight?
dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.
More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).
First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the Assetti integration, among many others.