IntegrationsRev AIadviserlogic
Rev AI + adviserlogic

Connect Rev AI and adviserlogic to Build Intelligent Automations

Choose a Trigger

Rev AI

When this happens...

Choose an Action

adviserlogic

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Enable Integrations or automations with these events of Rev AI and adviserlogic

Enable Integrations or automations with these events of Rev AI and adviserlogic

Triggers

New Topic Extraction

New Topic Extraction

Trigger when new topic extraction is created.

New Submit Sentiment Analysis

New Submit Sentiment Analysis

Trigger when new submit analysis .

New Force Alignment Job

New Force Alignment Job

Trigger when new force alignment is created.

Request a new Trigger for Rev AI

Actions

Submit Topic Extraction Job

Submit Topic Extraction Job

Starts an asynchronous job to extract topics from a transcript.

Delete Topic Extraction

Delete Topic Extraction

Delete an existing topic extraction.

Submit Sentiment Analysis

Submit Sentiment Analysis

Starts an asynchronous job to analyze sentiments in a transcript.

Delete Submit Sentiment Analysis

Delete Submit Sentiment Analysis

Delete an existign submit sentiment analysis.

Submit Force Alignment Job

Submit Force Alignment Job

Starts an asynchronous job to obtain precise word timings for an audio file and text transcript.

Delete Submit Force Alignment Job

Delete Submit Force Alignment Job

Delete an existing submit force alignment job.

Request a new Action for Rev AI

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Frequently Asked Questions

How do I start an integration between Rev AI and adviserlogic?

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

Can we customize how data from Rev AI is recorded in adviserlogic?

Absolutely. You can customize how Rev AI 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 Rev AI and adviserlogic?

The data sync between Rev AI 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 Rev AI 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 Rev AI and adviserlogic?

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

Rev AI

About Rev AI

Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.

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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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