Connect Heap Analytics and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Heap Analytics
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Heap Analytics and adviserlogic
Enable Integrations or automations with these events of Heap Analytics and adviserlogic
Actions
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
Add Account Properties
Add properties to account(s)
Get User Deletion Status
Check user deletion status
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Frequently Asked Questions
To start, connect both your Heap Analytics and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Heap Analytics triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Heap Analytics 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 Heap Analytics 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 Heap Analytics 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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.
Learn More
