Connect adviserlogic and Survey Booker to Build Intelligent Automations
Integrate adviserlogic with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your adviserlogic and Survey Booker accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Survey Booker (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Survey Booker. This includes choosing which data fields go into which fields of Survey Booker, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Survey Booker 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 Survey Booker. 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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About Survey Booker
Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.
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