Connect Mandrill and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of Mandrill and adviserlogic
Enable Integrations or automations with these events of Mandrill and adviserlogic
Actions
Add Email
Add an email to rejection allowlist
Remove Email
Romove an email to rejection allowlist
Add email to allowlist
Adds an email to allowlist (Whitelists)
Remove email from allowlist
Remove an email from allowlist
Add Template
Add a new template
Update Templates
Update an existing template
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Frequently Asked Questions
To start, connect both your Mandrill and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Mandrill triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Mandrill 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 Mandrill 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 Mandrill 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 Mandrill
Mandrill is a scalable and affordable email infrastructure service that offers fast delivery and personalized transactional emails like password resets, welcome messages, and order confirmations through API or SMTP.
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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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