IntegrationsadviserlogicDiffbot Enhance
adviserlogic + Diffbot Enhance

Connect adviserlogic and Diffbot Enhance to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and Diffbot Enhance?

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

Can we customize how data from adviserlogic is recorded in Diffbot Enhance?

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

How often does the data sync between adviserlogic and Diffbot Enhance?

The data sync between adviserlogic and Diffbot Enhance 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 Diffbot Enhance?

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 Diffbot Enhance?

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

About Diffbot Enhance

Turn a name into an account. Get firmographic data and insights on every prospect, lead, and customer by enhancing your data with Diffbot.

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