Add new ActiveCampaign contacts to Morningstar AdviserLogic as clients
Effortlessly keep your ActiveCampaign and Morningstar AdviserLogic contacts in sync with this seamless workflow. Whenever a new contact is added to a list in ActiveCampaign, their information will be used to create or update a client in Morningstar AdviserLogic. This simple automation ensures your contact data stays up-to-date across both platforms, giving you more time to focus on what truly matters – your clients.
Effortlessly keep your ActiveCampaign and Morningstar AdviserLogic contacts in sync with this seamless workflow. Whenever a new contact is added to a list in ActiveCampaign, their information will be used to create or update a client in Morningstar AdviserLogic. This simple automation ensures your contact data stays up-to-date across both platforms, giving you more time to focus on what truly matters – your clients.
- When this happens...New Contact Added to List
Triggers when a new contact is added to a list.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It