Connect PollPe and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of PollPe and adviserlogic
Enable Integrations or automations with these events of PollPe and adviserlogic
Triggers
Form Submitted
Runs when form is submitted.
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Frequently Asked Questions
To start, connect both your PollPe and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in PollPe triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how PollPe 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 PollPe 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 PollPe 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 PollPe
PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.
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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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