Connect Platoforms and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Platoforms and adviserlogic
Enable Integrations or automations with these events of Platoforms and adviserlogic
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
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Frequently Asked Questions
To start, connect both your Platoforms and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Platoforms 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 Platoforms 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 Platoforms 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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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