Connect adviserlogic and Totango to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Get User
List Events
List Touchpoint Type
List Touchpoint Tags
List Activity Types
List Teams
List Objective Status
List Objective Category
List Objective Templates
List Tasks
Create Task
Enable Integrations or automations with these events of adviserlogic and Totango
Enable Integrations or automations with these events of adviserlogic and Totango
Actions
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
List Touchpoint Tags
Get all the touchpoint tags form totango.
List Activity Types
Get all the Activity Types form totango.
List Teams
Get all the teams form totango.
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Frequently Asked Questions
To start, connect both your adviserlogic and Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Totango (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Totango 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 Totango. 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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