Integrationsadviserlogicbookee
adviserlogic + bookee

Connect adviserlogic and bookee to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and bookee?

To start, connect both your adviserlogic and bookee accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in bookee (or vice versa).

Can we customize how data from adviserlogic is recorded in bookee?

Absolutely. You can customize how adviserlogic data is recorded in bookee. This includes choosing which data fields go into which fields of bookee, setting up custom formats, and filtering out unwanted information.

How often does the data sync between adviserlogic and bookee?

The data sync between adviserlogic and bookee typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from adviserlogic to bookee?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between adviserlogic and bookee?

Yes, you can set conditional logic to control the flow of data between adviserlogic and bookee. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

adviserlogic

About adviserlogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

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bookee

About bookee

Bookee is a software that provides solutions for all needs of fitness & wellness businesses, saving them manual effort, time & money.

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