Morningstar AdviserLogic + Asana Integrations

How to connect Morningstar AdviserLogic + Asana

Zapier lets you send info between Morningstar AdviserLogic and Asana 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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Add Task to Section of Project

Adds a task to a section of a project.

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
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
Finds or creates a specific find project.
Scheduled
Action
Asana
Finds or creates a specific find task 2.
Scheduled
Action
Asana
Finds or creates a specific find task id.
Scheduled
Action

How Morningstar AdviserLogic + Asana Integrations Work

Step 1: Authenticate Morningstar AdviserLogic + 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

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.