Connect adviserlogic and Teambook to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create User
List Project
List Users
List Actual Log
List Task
List Team
List User Capacity
List Project Capacity
Enable Integrations or automations with these events of adviserlogic and Teambook
Enable Integrations or automations with these events of adviserlogic and Teambook
Triggers
New Project
Triggers when a new project is created.
New User
Actions
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your adviserlogic and Teambook accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Teambook (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Teambook. This includes choosing which data fields go into which fields of Teambook, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Teambook 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 Teambook. 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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