Connect iubenda and adviserlogic to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between iubenda and adviserlogic?

To start, connect both your iubenda and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in iubenda triggers actions in adviserlogic (or vice versa).

Can we customize how data from iubenda is recorded in adviserlogic?

Absolutely. You can customize how iubenda 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.

How often does the data sync between iubenda and adviserlogic?

The data sync between iubenda and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from iubenda to adviserlogic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between iubenda and adviserlogic?

Yes, you can set conditional logic to control the flow of data between iubenda 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.

iubenda

About iubenda

With the iubenda Consent Solution you can record and manage GDPR consent and privacy preferences for each of your users, integrating your consent collection forms, your legal documents and includes a user-friendly dashboard for reviewing consent records of your activities.

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adviserlogic

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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