Connect Swiftype and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Swiftype and adviserlogic
Enable Integrations or automations with these events of Swiftype and adviserlogic
Triggers
New Document
Triggered when a new document is added to the Swiftype index.
Actions
Create Document
Adds a new document to the Swiftype index.
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Frequently Asked Questions
To start, connect both your Swiftype and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Swiftype triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Swiftype 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 Swiftype 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 Swiftype 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 Swiftype
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
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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