Integrations adviserlogic cyberimpact
adviserlogic + cyberimpact

Connect adviserlogic and cyberimpact to Build Intelligent Automations

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adviserlogic

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cyberimpact

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Frequently Asked Questions

How do I start an integration between adviserlogic and cyberimpact?

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

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

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

How often does the data sync between adviserlogic and cyberimpact?

The data sync between adviserlogic and cyberimpact 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 cyberimpact?

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 cyberimpact?

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

About cyberimpact

Cyberimpact is a CASL-Compliant email marketing service that makes it easy to create and send beautiful and efficient newsletter campaigns.

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