Connect UserEcho and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic
New Comment
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of UserEcho and adviserlogic
Enable Integrations or automations with these events of UserEcho and adviserlogic
Triggers
New Topic
Triggers when a new topic is created in a UserEcho forum.
New Comment
Triggers when a new comment is posted in UserEcho.
Actions
Create a Forum
Create a new forum
Create a Topic
Create a new topic by forum id
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Frequently Asked Questions
To start, connect both your UserEcho and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in UserEcho triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how UserEcho 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 UserEcho 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 UserEcho 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 UserEcho
Integrate with UserEcho to manage customer feedback, support tickets, and community interactions seamlessly.
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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