What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Private equity software for alternative investment management
Example
"Create a new fund entry in eFront when a deal is approved in Salesforce"
Memory Recall
Access investment performance logs and capital activity.
Example
"Get quarterly NAV updates and investor transactions in eFront."
Instant Reaction
Alert investors if eFront fund reporting data is incomplete or rejected.
Example
"Notify if NAV submission is rejected during upload."
Autonomous Routine
Monitor submission success, data discrepancies, and approval workflow.
Example
"Send monthly fund performance report status update."
Agent-Initiated Action
Auto-submit revised documents or notify portfolio manager.
Example
"Resubmit report if error is due to missing field."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Track investor data
Gmail
Communicate fund status
Slack
Notify finance team on updates
Try It with Your Agent
Example Prompt:
"When a new fund is approved in eFront, notify the finance team and send summary via Gmail."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect eFront in Fastn UCL: Navigate to the Connectors section and select eFront, then click Connect.
2
Authenticate with your eFront credentials to access private equity data.
3
Enable “get_fund_data” and “track_investments” in the Actions tab.
4
Use the AI Agent to manage fund and LP data workflows.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
