Connect waiverfile and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of waiverfile and adviserlogic
Enable Integrations or automations with these events of waiverfile and adviserlogic
Triggers
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
Actions
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
Subscribe Edit Waiver
Subscribe to receive notifications whenever a waiver is edited.
Subscribe Edit Event
Subscribe to receive notifications whenever an event is edited.
Subscribe Edit Checkin
Subscribe to receive notifications whenever a check-in is edited.
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Frequently Asked Questions
To start, connect both your waiverfile and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how waiverfile 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 waiverfile 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 waiverfile 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 waiverfile
WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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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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