Morningstar AdviserLogic + Airtable Integrations

How to connect Morningstar AdviserLogic + Airtable

Zapier lets you send info between Morningstar AdviserLogic and Airtable automatically—no code required.

When this happens...

New Diary Event

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

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Create Record

Creates a new record with auto-populating fields.

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 Calendar
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 Calendar
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
New Record
Triggers when a new record is available.
Trigger
Scheduled

New Record in View
Triggers when a new record is available in a view.
Trigger
Scheduled

Airtable
Triggers when a record is created or updated.
Scheduled
Trigger
Airtable
Creates a new record with auto-populating fields.
Scheduled
Action
Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
Airtable
Find or Create Record
Scheduled
Action

How Morningstar AdviserLogic + Airtable Integrations Work

Step 1: Authenticate Morningstar AdviserLogic + Airtable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Morningstar AdviserLogic + Airtable

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)

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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