Connect adviserlogic and TickTick to Build Intelligent Automations
Enable Integrations or automations with these events of adviserlogic and TickTick
Enable Integrations or automations with these events of adviserlogic and TickTick
Triggers
New Task Created
Triggers when a new task is created in TickTick. You can optionally filter by list, tag, or priority; only tasks created during the recent check window are returned.
Actions
Create Project
It will craete a new Project
Delete Project
Deleting a Project
Add Task
Create new task in a specific project
Complete Task
Update Project
Update your projects
Update task
Update Your task
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Frequently Asked Questions
To start, connect both your adviserlogic and TickTick accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in TickTick (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in TickTick. This includes choosing which data fields go into which fields of TickTick, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and TickTick 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 TickTick. 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 TickTick
TickTick is a powerful task management and to-do list app designed to help you organize your life, manage your time, and boost productivity. With features like task scheduling, reminders, and collaboration tools, TickTick makes it easy to stay on top of your tasks and projects.
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