Integrations Mailparser adviserlogic
Mailparser + adviserlogic

Connect Mailparser and adviserlogic to Build Intelligent Automations

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Mailparser

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adviserlogic

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Enable Integrations or automations with these events of Mailparser and adviserlogic

Enable Integrations or automations with these events of Mailparser and adviserlogic

Triggers

New Email Parsed One Request Per Row

New Email Parsed One Request Per Row

Triggers when a new email is parsed in an inbox, and create one request for each row if the result contains a tabular result.

New Email Parsed One Request Per Email

New Email Parsed One Request Per Email

Triggers when a new email is parsed in an inbox, and create one request for one email.

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Frequently Asked Questions

How do I start an integration between Mailparser and adviserlogic?

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

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

Absolutely. You can customize how Mailparser 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 Mailparser and adviserlogic?

The data sync between Mailparser 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 Mailparser 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 Mailparser and adviserlogic?

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

Mailparser

About Mailparser

Send emails to Mailparser, get structured data in return. Leads, Contact Forms, eCommerce, Shipping Notes, Attachments, Customer Info & more.

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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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