Connect adviserlogic and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Lead to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent
Enable Integrations or automations with these events of adviserlogic and LeadConnector
Enable Integrations or automations with these events of adviserlogic and LeadConnector
Actions
Create Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
Delete Task
Delete the task by its id.
Create Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your adviserlogic and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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