Connect ORCID and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ORCID
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of ORCID and adviserlogic
Enable Integrations or automations with these events of ORCID and adviserlogic
Actions
Get User Information
Get User Information.
Know More About Orcid and Adviserlogic Integrations
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Frequently Asked Questions
To start, connect both your ORCID and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in ORCID triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how ORCID 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 ORCID 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 ORCID 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 ORCID
ORCID provides a unique identifier for researchers and scholars, enabling them to manage their professional information and track their research outputs across various platforms.
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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