Connect adviserlogic and Tawk.to to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create New Site
Get Property Details
Create Widget
Enable Integrations or automations with these events of adviserlogic and Tawk.to
Enable Integrations or automations with these events of adviserlogic and Tawk.to
Triggers
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
Actions
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
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Frequently Asked Questions
To start, connect both your adviserlogic and Tawk.to accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Tawk.to (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Tawk.to. This includes choosing which data fields go into which fields of Tawk.to, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Tawk.to 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 Tawk.to. 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 Tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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