Connect Docmaker and adviserlogic to Build Intelligent Automations
Enable Integrations or automations with these events of Docmaker and adviserlogic
Enable Integrations or automations with these events of Docmaker and adviserlogic
Actions
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
Print PDF From Webpage
Print webpages, based on URLs, to create pdf documents.
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Frequently Asked Questions
To start, connect both your Docmaker and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Docmaker triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Docmaker 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 Docmaker 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 Docmaker 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 Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
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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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