Integrations wherewolf adviserlogic
wherewolf + adviserlogic

Connect wherewolf and adviserlogic to Build Intelligent Automations

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adviserlogic

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Frequently Asked Questions

How do I start an integration between wherewolf and adviserlogic?

To start, connect both your wherewolf and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in wherewolf triggers actions in adviserlogic (or vice versa).

Can we customize how data from wherewolf is recorded in adviserlogic?

Absolutely. You can customize how wherewolf 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.

How often does the data sync between wherewolf and adviserlogic?

The data sync between wherewolf and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from wherewolf to adviserlogic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between wherewolf and adviserlogic?

Yes, you can set conditional logic to control the flow of data between wherewolf 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.

wherewolf

About wherewolf

Wherewolf is a digital waiver and guest management system, with powerful marketing analytics and follow-up review generation tools.

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adviserlogic

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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