Connect vPlan and morningstar adl client onboardin to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
Choose an Action
Automatically do this!
- Request a new Action for morningstar adl client onboardin
Enable Integrations or automations with these events of vPlan and morningstar adl client onboardin
Enable Integrations or automations with these events of vPlan and morningstar adl client onboardin
Triggers
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Actions
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your vPlan and morningstar adl client onboardin accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in morningstar adl client onboardin (or vice versa).
Absolutely. You can customize how vPlan data is recorded in morningstar adl client onboardin. This includes choosing which data fields go into which fields of morningstar adl client onboardin, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and morningstar adl client onboardin 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 vPlan and morningstar adl client onboardin. 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 morningstar adl client onboardin
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema
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