Connect Libeo and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Libeo
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Libeo and adviserlogic
Enable Integrations or automations with these events of Libeo and adviserlogic
Actions
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
Create Supplier
Creates a new supplier
Search Supplier
Search supplier by its name, siret or siren
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Frequently Asked Questions
To start, connect both your Libeo and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Libeo 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 Libeo 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 Libeo 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
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.
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