Connect SuperSaaS and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of SuperSaaS and adviserlogic
Enable Integrations or automations with these events of SuperSaaS and adviserlogic
Triggers
New User
Runs when user creates new login
New Appointment
Runs when new appointment is created
Appointment Changes
Runs when appointment is created, changed, or deleted
User Is Created, Updated, or Deleted
Runs when User Is Created, Updated, or Deleted
New Form
Runs when Stand-Alone Form Is Submitted
Credit Purchase
Runs when credit purchase
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Frequently Asked Questions
To start, connect both your SuperSaaS and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how SuperSaaS 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 SuperSaaS 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 SuperSaaS 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 SuperSaaS
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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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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