Connect adviserlogic and Google Drive to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create a new sheet or doc or slide
Create a Folder
Share a File
Copy a File
List files
Share a file with Anyone
Get Files Content from the Folder
Move a File
Upload a File
Search Folder
Search File
Get File or Folder by ID
Replace a File
Enable Integrations or automations with these events of adviserlogic and Google Drive
Enable Integrations or automations with these events of adviserlogic and Google Drive
Triggers
New or Updated File in specific folder
Return files that were created or modified in a specified Google Drive folder within the configured time window.
Actions
Create a new sheet or doc or slide
Create a new Google Docs document, Sheet, or Slide in Google Drive and optionally save it to a chosen folder.
Create a Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share a File
Grant a specific user or anyone access to a Google Drive file as Viewer, Commenter, or Editor.
Copy a File
Make a copy of a Google Drive file into a selected folder, optionally giving it a new name.
List files
Get a list of files from a selected folder or your entire Google Drive.
Share a file with Anyone
Make a Google Drive file accessible to anyone via a shareable link. Choose access level (viewer/commenter/editor) and get the file's view and download/export links.
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Frequently Asked Questions
To start, connect both your adviserlogic and Google Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Google Drive (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Google Drive. This includes choosing which data fields go into which fields of Google Drive, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Google Drive 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 adviserlogic and Google Drive. 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 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 MoreAbout Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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