Connect Currencyapi and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Currencyapi
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Currencyapi and adviserlogic
Enable Integrations or automations with these events of Currencyapi and adviserlogic
Actions
Get latest exchange rates
Get up-to-date exchange rates for all currencies or only selected target currencies relative to a chosen base currency.
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Frequently Asked Questions
To start, connect both your Currencyapi and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Currencyapi triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Currencyapi 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 Currencyapi 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 Currencyapi 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 Currencyapi
Currencyapi provides real-time and historical exchange rates for global currencies, enabling seamless financial transactions and data analysis.
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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