Connect adviserlogic and Clappia to Build Intelligent Automations
Enable Integrations or automations with these events of adviserlogic and Clappia
Enable Integrations or automations with these events of adviserlogic and Clappia
Actions
Create Clappia submission
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update submission
Update an existing submission's form data.
Update submission status
Update a submission's status and optionally add comments.
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Frequently Asked Questions
To start, connect both your adviserlogic and Clappia accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Clappia (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Clappia. This includes choosing which data fields go into which fields of Clappia, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Clappia typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between adviserlogic and Clappia. 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.
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.
Learn MoreAbout Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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