Integrationsadviserlogicwishpond
adviserlogic + wishpond

Connect adviserlogic and wishpond to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between adviserlogic and wishpond?

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

Can we customize how data from adviserlogic is recorded in wishpond?

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

How often does the data sync between adviserlogic and wishpond?

The data sync between adviserlogic and wishpond 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 wishpond?

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 wishpond?

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

About wishpond

Wishpond is a lead generation and marketing automation platform that helps customers to manage and nurture their leads.

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