Integrationscoreformadviserlogic
coreform + adviserlogic

Connect coreform and adviserlogic to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between coreform and adviserlogic?

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

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

Absolutely. You can customize how coreform 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.

How often does the data sync between coreform and adviserlogic?

The data sync between coreform and adviserlogic 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 coreform to adviserlogic?

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 coreform and adviserlogic?

Yes, you can set conditional logic to control the flow of data between coreform 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.

coreform

About coreform

CoreForm is a flexible Form Builder with easier to use interface, drag-and-drop fields, and design fields to match your website and embed on other sites.

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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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