Morningstar AdviserLogic Integrations

CRM (Customer Relationship Management)

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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

Trello

Project Management

Microsoft Excel

Microsoft, Spreadsheets

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

Microsoft Outlook

Email, Microsoft

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

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Popular ways to use Morningstar AdviserLogic workflows

Add notes to Evernote for new AdviserLogic diary events
Try it
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
Try it
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
Try it
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
Try it
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
Try it
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
Add new AdviserLogic client contacts to Office 365
Try it
Morningstar AdviserLogic + Microsoft Office 365
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 Office 365
Add new AdviserLogic client contacts to Office 365
Morningstar AdviserLogic + Microsoft Office 365
Add new or updated Google Contacts to AdviserLogic
Try it
Google Contacts + Morningstar AdviserLogic
More details
When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create or Update Client
See Zap details Try it
Add new or updated Google Contacts to AdviserLogic
Add new or updated Google Contacts to AdviserLogic
Google Contacts + Morningstar AdviserLogic
Add new AdviserLogic events to Google Calendar
Try it
Morningstar AdviserLogic + Google Calendar
More details
When this happens
Step 1: New Diary Event
Then do this
Step 2: Create Detailed Event
See Zap details Try it
Add new AdviserLogic events to Google Calendar
Add new AdviserLogic events to Google Calendar
Morningstar AdviserLogic + Google Calendar

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.

Related categories

CRM (Customer Relationship Management)

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Popular Morningstar AdviserLogic Integrations