Morningstar AdviserLogic Integrations

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Microsoft Outlook

Email, Microsoft

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Mailchimp

Email Newsletters

Microsoft Office 365

Email, Microsoft

Google Forms

Forms & Surveys, Google

Microsoft Excel

Microsoft, Spreadsheets

Evernote

Notes

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Trello

Project Management

Xero

Accounting, Premium

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Mercury Connect

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Pipedrive

CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Acuity Scheduling

Scheduling & Booking

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Dropbox

File Management & Storage

DocuSign

Signatures

Formstack

Forms & Surveys

HelloSign

Signatures

Slack

Team Chat

Google Docs

Documents, Google

LeadConnector

Marketing Automation

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management), Premium

Wufoo

Forms & Surveys

Asana

Project Management

ClickUp

Project Management

Microsoft To Do

Microsoft, Task Management

Cognito Forms

Forms & Surveys

SurveyMonkey

Forms & Surveys

Ontraport

Marketing Automation

Firebase / Firestore

Databases

MeisterTask

Project Management

Practice Ignition

Proposal & Invoice Management

MindManager

Documents

Process Plan

Product Management

straight2Voicemail

Phone & SMS

Google Drive

File Management & Storage, Google

Airtable

Databases

Facebook Pages

Facebook, Social Media Accounts

Gravity Forms

Forms & Surveys, WordPress

Zoom

Video Conferencing

Instagram

Facebook, Social Media Accounts

WordPress

Website Builders, WordPress

Keap Max Classic

Marketing Automation, Premium

Klaviyo

Marketing Automation

Any.do

Task Management

Thinkific

Online Courses

ScheduleOnce

Scheduling & Booking

ClickSend SMS

Phone & SMS

Smartsheet

Spreadsheets

Kartra

Marketing Automation

Campaign Monitor

Email Newsletters

Pushover

Notifications

Clockify

Time Tracking Software

Copper

CRM (Customer Relationship Management)

GoToWebinar

Premium, Webinars

Zoho Forms

Forms & Surveys, Zoho

PostgreSQL

Databases, Premium

Agile CRM

CRM (Customer Relationship Management)

Bonjoro

Customer Appreciation

Teamwork

Project Management

Formstack Documents

Documents

Process Street

Product Management

SignRequest

Signatures

Knack

Databases

Capsule CRM

CRM (Customer Relationship Management)

Wealthbox CRM

CRM (Customer Relationship Management)

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium

Front

Burst SMS

Phone & SMS

Azure DevOps

Developer Tools, Microsoft

Appointlet

Scheduling & Booking

Alchemer

Forms & Surveys

Cloze

CRM (Customer Relationship Management)

Duda

Website Builders

Inoreader

Website Builders

Active Collab

Project Management

Accelo

Project Management

Call Loop

Phone & SMS

Reamaze

Customer Support

SolarWinds Service Desk

Customer Support

Evernote Business

Notes, Premium

Temi

Transcription

Fyrebox

Marketing

iSendPro SMS

Phone & SMS

AdviserLogic Fact Finder

Beta, CRM (Customer Relationship Management)

Salestrekker

Beta, CRM (Customer Relationship Management)

Axonaut

Beta, CRM (Customer Relationship Management)

Alkymi

Beta, Documents

Proposify

Proposal & Invoice Management

Magento 2.X

eCommerce, Premium

Insightly

CRM (Customer Relationship Management)

Popular ways to use Morningstar AdviserLogic workflows

Add notes to Evernote for new AdviserLogic diary events
Morningstar AdviserLogic + Evernote
More details
When this happens
Step 1: New Diary Event
Then do this
Step 2: Create Note
See Zap details Try it
Add notes to Evernote for new AdviserLogic diary events
Add notes to Evernote for new AdviserLogic diary events
Morningstar AdviserLogic + Evernote
Create new Trello cards from new AdviserLogic diary events
Morningstar AdviserLogic + Trello
More details
When this happens
Step 1: New Diary Event
Then do this
Step 2: Create Card
See Zap details Try it
Create new Trello cards from new AdviserLogic diary events
Create new Trello cards from new AdviserLogic diary events
Morningstar AdviserLogic + Trello
Add new AdviserLogic events to Office 365 calendars
Morningstar AdviserLogic + Microsoft Office 365
More details
When this happens
Step 1: New Diary Event
Then do this
Step 2: Create Event
See Zap details Try it
Add new AdviserLogic events to Office 365 calendars
Add new AdviserLogic events to Office 365 calendars
Morningstar AdviserLogic + Microsoft Office 365

Create Trello cards for new AdviserLogic clients
Morningstar AdviserLogic + Trello
More details
When this happens
Step 1: New or Updated Client
Then do this
Step 2: Create Card
See Zap details Try it
Create Trello cards for new AdviserLogic clients
Create Trello cards for new AdviserLogic clients
Morningstar AdviserLogic + Trello
Add new AdviserLogic client contacts to Google Contacts
Morningstar AdviserLogic + Google Contacts
More details
When this happens
Step 1: New or Updated Client
Then do this
Step 2: Create Contact
See Zap details Try it
Add new AdviserLogic client contacts to Google Contacts
Add new AdviserLogic client contacts to Google Contacts
Morningstar AdviserLogic + Google Contacts

Supported triggers and actions

What does this mean?

New or Updated Client
Triggers when a client is created or updated.
Trigger
Scheduled
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Scheduled
Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...
Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
Action
Write
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.
Action
Write
Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
Action
Write

Create or Update Entity
Updates the existing entity, otherwise creates a new entity.
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)

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