Morningstar AdviserLogic Integrations

Actions

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  Add/Update AdviserLogic Diary Event From Microsoft Outlook Calendar

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

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  Add/Update AdviserLogic Diary Event From Microsoft Google Calendar

  Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.

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  Create or Update Client

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

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  Create or Update Entity

  Updates the existing entity, otherwise creates a new entity.