IntegrationsZonka Feedbackadviserlogic
Zonka Feedback + adviserlogic

Connect Zonka Feedback and adviserlogic to Build Intelligent Automations

Choose a Trigger

Zonka Feedback

When this happens...

Choose an Action

adviserlogic

Automatically do this!

Enable Integrations or automations with these events of Zonka Feedback and adviserlogic

Enable Integrations or automations with these events of Zonka Feedback and adviserlogic

Actions

Send Email Survey

Send Email Survey

Sends an Email Survey to the recipients you select.

Request a new Action for Zonka Feedback

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Zonka Feedback and adviserlogic?

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

Can we customize how data from Zonka Feedback is recorded in adviserlogic?

Absolutely. You can customize how Zonka Feedback 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 Zonka Feedback and adviserlogic?

The data sync between Zonka Feedback 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 Zonka Feedback 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 Zonka Feedback and adviserlogic?

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

Zonka Feedback

About Zonka Feedback

Zonka Feedback is a multi-channel customer feedback management and survey app on iPad & Android Tablets, Web, Emails & SMS.

Learn More
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.

Learn More