Connect NocoDB and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update Record
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of NocoDB and adviserlogic
Enable Integrations or automations with these events of NocoDB and adviserlogic
Triggers
New Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
Actions
Create Record
Creates a New Record.
Update Table
Update an Existing Table.
Delete Table
Delete an Existing Table
Update Record
Update an Existing Record.
Delete Record
Delete a Record.
Create Column
Create a new Column in the Table.
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Frequently Asked Questions
To start, connect both your NocoDB and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how NocoDB 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 NocoDB 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 NocoDB 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 NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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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