Connect adviserlogic and SOLAPI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Send Message
Create a Group
Send Voice Message
Enable Integrations or automations with these events of adviserlogic and SOLAPI
Enable Integrations or automations with these events of adviserlogic and SOLAPI
Actions
Send Message
Send SMS, MMS, KakaoTalk, RCS, FAX, or voice messages to a recipient with subject, text, and optional image.
Create a Group
Create a new group.
Send Voice Message
Send a voice message.
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Frequently Asked Questions
To start, connect both your adviserlogic and SOLAPI accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in SOLAPI (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in SOLAPI. This includes choosing which data fields go into which fields of SOLAPI, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and SOLAPI 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 SOLAPI. 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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