Connect Insighto.ai and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Insighto.ai and adviserlogic
Enable Integrations or automations with these events of Insighto.ai and adviserlogic
Triggers
New Contact
Triggers when a new contact is created.
Actions
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your Insighto.ai and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Insighto.ai 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 Insighto.ai 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 Insighto.ai 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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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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