Integrationsadviserlogicchisel
adviserlogic + chisel

Connect adviserlogic and chisel to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and chisel?

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

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

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

How often does the data sync between adviserlogic and chisel?

The data sync between adviserlogic and chisel 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 chisel?

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 chisel?

Yes, you can set conditional logic to control the flow of data between adviserlogic and chisel. 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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chisel

About chisel

Chisel is a product management tool for roadmaps, team alignment and user research.

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