Connect adviserlogic and PostgreSQL to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Execute a Query (advanced)
Insert row
Enable Integrations or automations with these events of adviserlogic and PostgreSQL
Enable Integrations or automations with these events of adviserlogic and PostgreSQL
Triggers
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Actions
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
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Frequently Asked Questions
To start, connect both your adviserlogic and PostgreSQL accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in PostgreSQL (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in PostgreSQL. This includes choosing which data fields go into which fields of PostgreSQL, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and PostgreSQL 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 PostgreSQL. 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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