Morningstar AdviserLogic + Calendly
Create or update Morningstar AdviserLogic clients when new Calendly invitees are created
When a new invitee is added in Calendly, this workflow ensures that the client information is created or updated in Morningstar AdviserLogic. This streamlines your process by directly linking your scheduling and data management tools, saving you valuable time and keeping your client data consistently up-to-date. It offers a hassle-free solution to efficiently manage your client interactions.
When a new invitee is added in Calendly, this workflow ensures that the client information is created or updated in Morningstar AdviserLogic. This streamlines your process by directly linking your scheduling and data management tools, saving you valuable time and keeping your client data consistently up-to-date. It offers a hassle-free solution to efficiently manage your client interactions.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
