Morningstar AdviserLogic Integrations

Do more with Morningstar AdviserLogic

Zapier allows you to instantly connect Morningstar AdviserLogic with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Microsoft Office 365

Email +1Email, Microsoft

6 Integrations

Google Sheets

Google +1Google, Spreadsheets

16 Integrations

Microsoft Outlook

Email +1Email, Microsoft

10 Integrations

Connect Morningstar AdviserLogic to 2,000+ Apps

  • Add notes to Evernote for new AdviserLogic diary events

    Morningstar AdviserLogic + Evernote

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  • Create new Trello cards from new AdviserLogic diary events

    Morningstar AdviserLogic + Trello

  • Add new AdviserLogic events to Office 365 calendar

    Morningstar AdviserLogic + Microsoft Office 365

  • Create Trello cards for new AdviserLogic clients

    Morningstar AdviserLogic + Trello

  • Add new AdviserLogic client contacts to Google Contacts

    Morningstar AdviserLogic + Google Contacts

Morningstar AdviserLogic Integration Details

The following Morningstar AdviserLogic Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

New or Updated Client

Triggers when a client is created or updated.

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

Actions

Add/Update AdviserLogic Diary Event

Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

Connect Morningstar AdviserLogic to 2,000+ Apps