Connect DivvyHQ and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DivvyHQ
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of DivvyHQ and adviserlogic
Enable Integrations or automations with these events of DivvyHQ and adviserlogic
Actions
Create Content Item
Creates a content item.
List Calendar
List allowed type per calendar.
List Base Calendars
List all base calendars.
List Calendarentries
List all calendarentries.
List Campaigns
List all campaigns.
List Contentitems
List all Contentitems.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your DivvyHQ and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in DivvyHQ triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how DivvyHQ 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 DivvyHQ 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 DivvyHQ 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 DivvyHQ
DivvyHQ is a content planning and production workflow platform designed to help marketing and content teams manage their content strategies more efficiently. It offers tools for content ideation, planning, collaboration, and publishing, making it easier to streamline content operations.
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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