Morningstar AdviserLogic + Trello

Create new Trello cards from new AdviserLogic diary events

Do you use AdviserLogic to schedule events and wish you could turn them into Trello cards? Zapier will automatically create a new card for every new AdviserLogic diary event you create. Never worry about busy work again!

When this happens...
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
TriggerPolling
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Polling
Try It

- ActivityRequired
- Board
- List
- Card
Trigger
Instant
Try It
- Info
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It

- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- Board IDRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- Info
- Info Id
- Organization
- Board
- List
- Card Name
- Card ID
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Info
- Info Id
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Card ID
- Description
- Labels
- Custom Labels
- Card Position
- Member
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
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
- Board
- List
- Filter
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Instant
Try It
- Board
- Card
Trigger
Instant
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- BoardRequired
- MemberRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Labels
- Custom Labels
- Card Position
- Member
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- BoardRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or 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