Connect adviserlogic and Trint to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for adviserlogic
Choose an Action
Automatically do this!
Create Folder
Enable Integrations or automations with these events of adviserlogic and Trint
Enable Integrations or automations with these events of adviserlogic and Trint
Triggers
New Transcript
Triggers when new transcript is ready.
Verified Transcript
Triggers when transcript is fully editor approved(verified).
Actions
Create Folder
Creates a new folder in the Trint account to organize files.
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Frequently Asked Questions
To start, connect both your adviserlogic and Trint accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in Trint (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in Trint. This includes choosing which data fields go into which fields of Trint, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and Trint 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 Trint. 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 Trint
Automate transcription and content management workflows with Trint, leveraging advanced speech-to-text technology to convert audio and video files into searchable, editable text.
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