Connect Userflow and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Group Created
Group Updated
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Userflow and adviserlogic
Enable Integrations or automations with these events of Userflow and adviserlogic
Triggers
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
Actions
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
Find User
Find an existing user.
Create/Update User
Creates (or updates) a user.
Create/Update Group
Updates (or creates) a group.
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Frequently Asked Questions
To start, connect both your Userflow and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Userflow triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Userflow 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 Userflow 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 Userflow 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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
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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