Connect ragic and adviserlogic to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ragic and adviserlogic?

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

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

Absolutely. You can customize how ragic 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 ragic and adviserlogic?

The data sync between ragic 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 ragic 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 ragic and adviserlogic?

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

ragic

About ragic

Ragic is an online database builder for creating real-world business applications using a simple Excel-like interface.

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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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