Connect Flowlu and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Flowlu and adviserlogic
Enable Integrations or automations with these events of Flowlu and adviserlogic
Triggers
New Task Created
Triggers when a new task is created.
Actions
Get all Tasks
Get all existing tasks
List all Users
List all existing users.
List all Product Items
List all product items.
List Products
List all an existing products.
List Commitments
List all an existing commitments.
List Invoice Items
List all an existing invoice items.
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Frequently Asked Questions
To start, connect both your Flowlu and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Flowlu triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Flowlu 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 Flowlu 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 Flowlu 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 Flowlu
Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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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