Connect Un-static and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of Un-static and adviserlogic
Enable Integrations or automations with these events of Un-static and adviserlogic
Triggers
New Form
Triggers when a new form is created.
Actions
List Forms
List all forms in your account.
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Frequently Asked Questions
To start, connect both your Un-static and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Un-static triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Un-static 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 Un-static 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 Un-static 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 Un-static
Un-static is a dynamic platform designed to revolutionize the way you manage and interact with your digital content. With a focus on flexibility and innovation, Un-static offers tools to enhance your content creation and management processes, making it easier to adapt to changing needs and trends.
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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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