Connect adviserlogic and Detectify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Add Asset
Delete Asset
Create Group
Enable Integrations or automations with these events of adviserlogic and Detectify
Enable Integrations or automations with these events of adviserlogic and Detectify
Triggers
New Asset
Trigger when a new Asset is Created.
New Group
Trigger when a new Group is created.
Actions
Add Asset
Add new asset for the team.
Delete Asset
Delete an Existing Asset.
Create Group
Create a new group in Detectify with a required name and optional description.
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Frequently Asked Questions
To start, connect both your adviserlogic and Detectify accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Detectify (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Detectify. This includes choosing which data fields go into which fields of Detectify, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Detectify 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 Detectify. 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 Detectify
Detectify is a powerful web security service that helps you identify and manage vulnerabilities in your web applications. It offers automated security scanning and continuous monitoring to ensure your web assets are protected against potential threats.
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