Morningstar AdviserLogic + Google Calendar

"start new Google Calendar events and update adviserlogic diary events in Morningstar AdviserLogic"

Start your event in Google Calendar and let this workflow streamline your schedule management process. It will take those details and add or update the equivalent entry in your Morningstar AdviserLogic diary. This smooth process helps you stay organized and saves time by effectively managing your professional appointments. A perfect solution for financial advisors looking to optimize their scheduling tasks across multiple platforms.

When this happens...
Event Start
Triggers when a specified amount of time before an event starts.
TriggerPolling
automatically do this!
Add/Update AdviserLogic Diary Event From Microsoft Google Cal...
Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
ActionWrite

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Supported triggers and actions

New Calendar
Triggers when a calendar is created.
Trigger
Polling
Try It
- CalendarRequired
- Search Term
Trigger
Polling
Try It
- CalendarRequired
- Expand Recurring Events
Trigger
Instant
Try It
- CalendarRequired
- Search TermRequired
Trigger
Polling
Try It
- NameRequired
- Description
Action
Write

- CalendarRequired
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Write
- CalendarRequired
- EventRequired
- Summary
- Description
- Location
- Start Date & Time
- End Date & Time
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
Action
Write

- CalendarRequired
- Event IDRequired
Action
Search
- Calendar
- Start Time
- End Time
Action
Search
New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Importance
- Event Visibility
- Event Status
- Event Organizer
- IsAllday
- Recurrence-DaysOfWeek
- Recurrence-FirstDayOfWeek
- Recurrence-Interval
- Recurrence-Type
- Recurrence-DayOfMonth
- Recurrence-Index
- Recurrence-Month
- Recurrence-NumberOfOccurences
- Recurrence-TimeZone
- Recurrence-StartDate
- Recurrence-EndDate
- Recurrence-RangeType
Action
Write
- First NameRequired
- Last NameRequired
- Date of BirthRequired
- GenderRequired
- External IDRequired
- Client ID
- Full Name
- Occupation
- Client Start Date
- Job Title
- Notes
- Phone (Home)
- Phone (Mobile)
- Phone (Work)
- Fax
- Email (Home)
- Email (Work)
- Address (Line 1)
- Address (Line 2)
- Address (Suburb)
- Address (PostCode)
- Address (Country)
- Address (State)
- Facebook
- Skype
- LinkedIn
- Twitter
- Source
Action
Write

- CalendarRequired
Trigger
Polling
Try It
- CalendarRequired
- Time Before
- Time Before (Unit)
- Search Term
Trigger
Polling
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- EventRequired
- Attendee/sRequired
Action
Write
- CalendarRequired
- EventRequired
- Notify Attendees?
Action
Write
- CalendarRequired
- Describe EventRequired
- Attendees
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
- Event Type
Action
Search
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
- Event Type
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Search or write
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External IDRequired
- Entity IDRequired
- SourceRequired
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity TypeRequired
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

About Morningstar 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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Learn more