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  • Asana logoAsana logo

Morningstar AdviserLogic + Asana Integrations

How to connect Morningstar AdviserLogic + Asana

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  • Morningstar AdviserLogic triggers, actions, and search
    New or Updated Client
    Triggers when a client is created or updated.
    Trigger
    Scheduled
  • 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
  • Morningstar AdviserLogic triggers, actions, and search
    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
  • Morningstar AdviserLogic triggers, actions, and search
    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
  • Morningstar AdviserLogic triggers, actions, and search
    Create or Update Client
    Creates a new client, or updates to existing by Client ID or External ID.
    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search
    Create or Update Entity
    Updates the existing entity, otherwise creates a new entity.
    Action
    Write
  • Asana triggers, actions, and search
    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
  • Asana triggers, actions, and search
    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

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

Asana Tutorials

adviserlogic logo
adviserlogic logo

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
asana logo
asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn more

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