IntegrationsadviserlogicTencent Docs
adviserlogic + Tencent Docs

Connect adviserlogic and Tencent Docs to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and Tencent Docs?

To start, connect both your adviserlogic and Tencent Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Tencent Docs (or vice versa).

Can we customize how data from adviserlogic is recorded in Tencent Docs?

Absolutely. You can customize how adviserlogic data is recorded in Tencent Docs. This includes choosing which data fields go into which fields of Tencent Docs, setting up custom formats, and filtering out unwanted information.

How often does the data sync between adviserlogic and Tencent Docs?

The data sync between adviserlogic and Tencent Docs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from adviserlogic to Tencent Docs?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between adviserlogic and Tencent Docs?

Yes, you can set conditional logic to control the flow of data between adviserlogic and Tencent Docs. 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.

adviserlogic

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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Tencent Docs

About Tencent Docs

Tencent Docs is an online document that can be coordinated by many people. It can edit Word, Excel and PPT documents at the same time and save them in real time in the cloud.

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