Connect Agiled and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agiled
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Agiled and adviserlogic
Enable Integrations or automations with these events of Agiled and adviserlogic
Actions
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
Create Contact
Create a contact with role lead
Create Expense
create a expense in agiled.app
Create a Task
Create A task in agiled.app
Add Invoice
Use this action to add invoice in agiled.app
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Frequently Asked Questions
To start, connect both your Agiled and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Agiled data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and adviserlogic 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 Agiled and adviserlogic. 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 Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn MoreAbout 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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