Connect Chatwork and adviserlogic to Build Intelligent Automations

Choose a Trigger

Chatwork

When this happens...

Choose an Action

adviserlogic

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Enable Integrations or automations with these events of Chatwork and adviserlogic

Enable Integrations or automations with these events of Chatwork and adviserlogic

Triggers

New Message in a Room

New Message in a Room

Triggers when new message is created in Room.

Message Updated

Message Updated

Triggers when message is updated in a Room.

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Actions

Send Message

Send Message

Sends a new message to a specific group chat in ChatWork.

Get the list of chat members

Get the list of chat members

Get the list of all chat members associated with the specified chat .

Add a task to a chat

Add a task to a chat

Add a new task to the chat.

Update Chat Room

Update Chat Room

update a chat room.

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Frequently Asked Questions

How do I start an integration between Chatwork and adviserlogic?

To start, connect both your Chatwork and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in adviserlogic (or vice versa).

Can we customize how data from Chatwork is recorded in adviserlogic?

Absolutely. You can customize how Chatwork 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.

How often does the data sync between Chatwork and adviserlogic?

The data sync between Chatwork and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatwork to adviserlogic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatwork and adviserlogic?

Yes, you can set conditional logic to control the flow of data between Chatwork 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.

Chatwork

About Chatwork

Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.

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adviserlogic

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.

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