Connect adviserlogic and Demio to Build Intelligent Automations
Enable Integrations or automations with these events of adviserlogic and Demio
Enable Integrations or automations with these events of adviserlogic and Demio
Actions
Create Registration for Webinar
Registers a new attendee for an upcoming webinar event.
List Events
List all Events.
Ping via Headers
Ping via Headers.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your adviserlogic and Demio accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Demio (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Demio. This includes choosing which data fields go into which fields of Demio, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Demio 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 Demio. 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 Demio
Demio provides a simple platform for hosting webinars and online events, focusing on ease of use and engagement with powerful analytics and integration features.
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