Connect adviserlogic and Smartcat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Delete the project
Start processing the project statistics
Enable or disable fuzzy matches
Cancel project
Restore project
Complete project
Automatically assign all new documents/segments
Run the empty project folders deletion task
Set mode of access to perform work
Assign individual suppliers to perform task
Delete individual assignment
Set deadline for task
Enable Integrations or automations with these events of adviserlogic and Smartcat
Enable Integrations or automations with these events of adviserlogic and Smartcat
Actions
Delete the project
Delete the project.
Start processing the project statistics
Start processing the project statistics.
Enable or disable fuzzy matches
Enable/Disable fuzzy repetitions in project statistics
Cancel project
Cancel the project.
Restore project
Restore the project.
Complete project
Complete the project.
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Frequently Asked Questions
To start, connect both your adviserlogic and Smartcat accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Smartcat (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Smartcat. This includes choosing which data fields go into which fields of Smartcat, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Smartcat 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 Smartcat. 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 Smartcat
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
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