Add notes to Evernote for new AdviserLogic diary events
Morningstar AdviserLogic + Evernote
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 Morningstar AdviserLogic to 2,000+ Apps
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
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.