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Morningstar AdviserLogic + Bonjoro Integrations

How to connect Morningstar AdviserLogic + Bonjoro

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

When this happens...
Morningstar AdviserLogicMorningstar AdviserLogic
New Diary Event

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

automatically do this!
BonjoroBonjoro
Create Task

Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.

Supported triggers and actions

What does this mean?

How Morningstar AdviserLogic + Bonjoro Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic + Bonjoro.
    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.
Connect apps

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)
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About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.
Learn More

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