Connect adviserlogic and Gupshup to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Send Whatsapp Message
User Opt-in/Out
Enable Integrations or automations with these events of adviserlogic and Gupshup
Enable Integrations or automations with these events of adviserlogic and Gupshup
Actions
Send Whatsapp Message
Sends a message to a specified user through Gupshup.
User Opt-in/Out
Allow you to opt a user in or out.
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Frequently Asked Questions
To start, connect both your adviserlogic and Gupshup accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Gupshup (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Gupshup . This includes choosing which data fields go into which fields of Gupshup , setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Gupshup 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 Gupshup . 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 Gupshup
Gupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.
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