Integrations Desklog.io eMoney Advisor
Desklog.io + eMoney Advisor

Connect Desklog.io and eMoney Advisor to Build Intelligent Automations

Choose a Trigger

Desklog.io

When this happens...

Choose an Action

eMoney Advisor

Automatically do this!

Enable Integrations or automations with these events of Desklog.io and eMoney Advisor

Enable Integrations or automations with these events of Desklog.io and eMoney Advisor

Actions

Create Task

Create Task

Creates a new task in Desklog.io.

Update Task

Update Task

Updates an existing task in Desklog.io.

Create Project

Create Project

Creates a Project.

Create Client

Create Client

Creates a Client.

Create Tag

Create Tag

Creates a Tag.

Update Tag

Update Tag

Update an existing tag.

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Frequently Asked Questions

How do I start an integration between Desklog.io and eMoney Advisor?

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

Can we customize how data from Desklog.io is recorded in eMoney Advisor?

Absolutely. You can customize how Desklog.io data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Desklog.io and eMoney Advisor?

The data sync between Desklog.io and eMoney Advisor 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 Desklog.io to eMoney Advisor?

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 Desklog.io and eMoney Advisor?

Yes, you can set conditional logic to control the flow of data between Desklog.io and eMoney Advisor. 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.

Desklog.io

About Desklog.io

Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.

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eMoney Advisor

About eMoney Advisor

eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.

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