Connect Awork and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Time Entry
Updated Time Entry
Project Updated
Project Status Updated
Project Type Updated
Project Member Added
Project Member Deleted
Project Deleted
Task Comment Added
Task Updated
Task Assignment Added
Task Assignment Deleted
Task Deleted
New Task List
Task List Deleted
Task List Updated
New User
User Updated
User Deleted
User Activation Changed
New Timetracking
Timetracking Updated
Timetracking Deleted
Timetracking Status Changed
Task Type Changed
Task Status Changed
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Awork and adviserlogic
Enable Integrations or automations with these events of Awork and adviserlogic
Triggers
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
New Time Entry
Triggers when a new time entry is created.
Updated Time Entry
Triggers when a time entry is updated.
Project Updated
Triggers when a project is updated
Project Status Updated
Triggers when a project status is updated
Actions
Get Companies
Get all existing companies.
Create Project
Creates a new project.
Search Projects
Finds a project by name
Create Project Type
Creates a new project type.
Create Company
Create a new company in awork
Create Task
You can create the task in the Awork.
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Frequently Asked Questions
To start, connect both your Awork and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Awork triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Awork data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.
The data sync between Awork and adviserlogic 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 Awork and adviserlogic. 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 Awork
Awork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
Learn MoreAbout 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 More
