Morningstar AdviserLogic + Asana Integrations

How to connect Morningstar AdviserLogic + Asana

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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
Completed Task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Trigger
Scheduled
New Project
Triggered when you add a new project.
Trigger
Scheduled
Asana
Triggered when you add a new story.
Scheduled
Trigger
Asana
Triggered when you add a new subtask.
Scheduled
Trigger
Asana
Triggered when you create a new tag.
Scheduled
Trigger
Asana
Triggered when you add a new task to a project.
Instant
Trigger
Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
Asana
Triggered when you add a new team.
Scheduled
Trigger
Asana
Triggered when a task in a project is updated.
Instant
Trigger
Asana
Triggered when you add a new user.
Scheduled
Trigger
Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
Asana
Attaches a File to a task.
Scheduled
Action
Asana
Adds a subtask to an existing task.
Scheduled
Action
Asana
Adds a new project.
Scheduled
Action
Asana
Adds a new story (a comment is a story).
Scheduled
Action
Asana
Adds a new task.
Scheduled
Action
Asana
Adds a task to a section of a project.
Scheduled
Action
Asana
Updates an existing Task.
Scheduled
Action
Asana
Finds an existing project.
Scheduled
Action
Asana
Finds an existing section within a workspace project.
Scheduled
Action
Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
Asana
Finds an existing task by its ID.
Scheduled
Action
Asana
Finds an existing user of your Asana account.
Scheduled
Action
Asana
Find or Create Project
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action

How Morningstar AdviserLogic + Asana Integrations Work

Step 1: Authenticate Morningstar AdviserLogic and Asana.
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.

Connect apps

Connect Morningstar AdviserLogic + Asana

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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.

Learn more