Connect Neo4j and adviserlogic to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Neo4j and adviserlogic?

To start, connect both your Neo4j and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Neo4j triggers actions in adviserlogic (or vice versa).

Can we customize how data from Neo4j is recorded in adviserlogic?

Absolutely. You can customize how Neo4j 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 Neo4j and adviserlogic?

The data sync between Neo4j 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 Neo4j 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 Neo4j and adviserlogic?

Yes, you can set conditional logic to control the flow of data between Neo4j 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.

Neo4j

About Neo4j

Neo4j is a leading graph database platform that enables organizations to unlock the value of connections, influences, and relationships in data. It is designed to handle highly connected data and is used for a variety of applications such as fraud detection, real-time recommendations, and network management.

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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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