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Morningstar AdviserLogic + Any.do Workspace

Create tasks in Any.do Workspace for new or updated clients in Morningstar AdviserLogic

Easily manage client updates in your AdvisorLogic app. When you add or update a client in Morningstar AdviserLogic, this workflow automatically creates a task in your Any.do workspace. It's a simple, efficient way to ensure that all client changes are tracked and addressed in real time, keeping your team organized and on top of tasks.

Easily manage client updates in your AdvisorLogic app. When you add or update a client in Morningstar AdviserLogic, this workflow automatically creates a task in your Any.do workspace. It's a simple, efficient way to ensure that all client changes are tracked and addressed in real time, keeping your team organized and on top of tasks.

  1. When this happens...
    Morningstar AdviserLogicMorningstar AdviserLogic
    New or Updated Client

    Triggers when a client is created or updated.

    TriggerScheduled
  2. automatically do this!
    Any.do WorkspaceAny.do Workspace
    Create Workspace Task

    Adds a task to a board in your Any.do Workspace.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Morningstar AdviserLogic triggers, actions, and search

    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Scheduled
    Try It

    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Importance

    • Event Visibility

    • Event Status

    • Event Organizer

    • IsAllday

    • Recurrence-DaysOfWeek

    • Recurrence-FirstDayOfWeek

    • Recurrence-Interval

    • Recurrence-Type

    • Recurrence-DayOfMonth

    • Recurrence-Index

    • Recurrence-Month

    • Recurrence-NumberOfOccurences

    • Recurrence-TimeZone

    • Recurrence-StartDate

    • Recurrence-EndDate

    • Recurrence-RangeType

    Action
    Write

    • First NameRequired

    • Last NameRequired

    • Date of BirthRequired

    • GenderRequired

    • External IDRequired

    • Client ID

    • Full Name

    • Occupation

    • Client Start Date

    • Job Title

    • Notes

    • Phone (Home)

    • Phone (Mobile)

    • Phone (Work)

    • Fax

    • Email (Home)

    • Email (Work)

    • Address (Line 1)

    • Address (Line 2)

    • Address (Suburb)

    • Address (PostCode)

    • Address (Country)

    • Address (State)

    • Facebook

    • Skype

    • LinkedIn

    • Twitter

    • Source

    Action
    Write

    • WorkspaceRequired

    • WorkspaceRequired

    Trigger
    Instant
    Try It
  • Morningstar AdviserLogic triggers, actions, and search

    New Diary Event

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

    Trigger
    Scheduled
    Try It

    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Visibility

    • Event Status

    • Event Organizer

    Action
    Write

    • External IDRequired

    • Entity IDRequired

    • SourceRequired

    • Record ID

    • Parent ID

    • Company Name

    • TFN

    • Acn

    • Abn

    • Notes

    • Corporate Trustee

    • Entity TypeRequired

    • Member ID

    • Trustee Name

    • Trustee

    • Director

    • Share Percentage

    Action
    Write

    • WorkspaceRequired

    • Task ID

    Trigger
    Instant
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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About Any.do Workspace

Any.do is a productivity app to help you organize your tasks, to-do lists, and schedule in one place as well as collaborate with your team.
Learn more

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