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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Webhook subscription scopeRequired
Try ItNew or Updated Client
Triggers when a client is created or updated.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Importance
Event Visibility
Event Status
Event Organizer
IsAllday
Recurrence-DaysOfWeek
Recurrence-FirstDayOfWeek
Recurrence-Interval
Recurrence-Type
Recurrence-DayOfMonth
Recurrence-Index
Recurrence-Month
Recurrence-NumberOfOccurences
Recurrence-TimeZone
Recurrence-StartDate
Recurrence-EndDate
Recurrence-RangeType
First NameRequired
Last NameRequired
Date of BirthRequired
GenderRequired
External IDRequired
Client ID
Full Name
Occupation
Client Start Date
Job Title
Notes
Phone (Home)
Phone (Mobile)
Phone (Work)
Fax
Email (Home)
Email (Work)
Address (Line 1)
Address (Line 2)
Address (Suburb)
Address (PostCode)
Address (Country)
Address (State)
Facebook
Skype
LinkedIn
Twitter
Source
Webhook subscription scopeRequired
Try ItNew Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Visibility
Event Status
Event Organizer
External IDRequired
Entity IDRequired
SourceRequired
Record ID
Parent ID
Company Name
TFN
Acn
Abn
Notes
Corporate Trustee
Entity TypeRequired
Member ID
Trustee Name
Trustee
Director
Share Percentage