Connect Engage and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of Engage and adviserlogic
Enable Integrations or automations with these events of Engage and adviserlogic
Actions
Create New Customer
Create a new customer.
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
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Frequently Asked Questions
To start, connect both your Engage and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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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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