Connect adviserlogic and Moderation API to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create an action
List wordlists
Update wordlist
Enable Integrations or automations with these events of adviserlogic and Moderation API
Enable Integrations or automations with these events of adviserlogic and Moderation API
Actions
Create an action
Creates a queue action with configurable behavior and possible values
List wordlists
List a wordlists
Update wordlist
Update a wordlist
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Frequently Asked Questions
To start, connect both your adviserlogic and Moderation API accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Moderation API (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Moderation API. This includes choosing which data fields go into which fields of Moderation API, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Moderation API 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 Moderation API. 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.
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