Morningstar AdviserLogic + Burst SMS Integrations
How to connect Morningstar AdviserLogic + Burst SMS
Zapier lets you send info between Morningstar AdviserLogic and Burst SMS automatically—no code required.
New or Updated ClientTriggers when a client is created or updated.Trigger- New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.Trigger
- 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
- 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
- Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.Action
- Create or Update EntityUpdates the existing entity, otherwise creates a new entity.Action
Contact Added to ListTriggers when a new contact is added to a Burst SMS list. "Global Opt-Out" and "Quick SMS" lists are not available for use via Zapier.Trigger- Delivery Report ReceivedTriggers when a delivery report is received for a message. Report values are "delivered", "pending", "hard-bounce", "soft-bounce".Trigger
- Burst SMS
Triggers when a recipient clicks on Burst SMS Short URL.
Instant
Trigger
- Burst SMS
Triggers when there's a new messages found in your SMS Inbox. Will also automatically detect an email address in the message and return this in the response.
Scheduled
Trigger
- Burst SMS
Triggers when a message is received by a Virtual Mobile Number. Will also detect an email address in the message and return this in the response.
Instant
Trigger
- Burst SMS
Triggers when an SMS is sent. (WARNING: Do not use this trigger with the Send SMS Action for Burst SMS as this will cause a loop).
Scheduled
Trigger
- Burst SMS
Adds or updates a contact on a Burst SMS list.
Scheduled
Action
- Burst SMS
Delete a contact from chosen list.
Scheduled
Action
- Burst SMS
Validate and format a given number
Scheduled
Action
- Burst SMS
Get information about a message you have sent.
Scheduled
Action
- Burst SMS
Retrieves detailed information about messages sent to a specific recipient. This included full message content including populated variables.
Scheduled
Action
- Burst SMS
Send a text message to a single mobile number.
Scheduled
Action
- Burst SMS
Send SMS to a Burst SMS contact list.
Scheduled
Action
- Burst SMS
Retrieve all message reports for a given time period
Scheduled
Action
- Burst SMS
Finds an existing contact in a contact list.
Scheduled
Action
How Morningstar AdviserLogic + Burst SMS Integrations Work
- Step 1: Authenticate Morningstar AdviserLogic and Burst SMS.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.
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