Integrations adviserlogic Waaq Link
adviserlogic + Waaq Link

Connect adviserlogic and Waaq Link to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and Waaq Link?

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

Can we customize how data from adviserlogic is recorded in Waaq Link?

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

How often does the data sync between adviserlogic and Waaq Link?

The data sync between adviserlogic and Waaq Link 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 Waaq Link?

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 Waaq Link?

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

About Waaq Link

waaq Link is a powerful and simple scheduling tool for businesses.

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