Morningstar AdviserLogic + Capsule CRM
Create or update Morningstar AdviserLogic clients from new or updated Capsule CRM contacts
Effortlessly maintain your client information up-to-date across both Capsule CRM and Morningstar AdviserLogic with this seamless workflow. Once a contact in Capsule CRM is created or updated, this automation will create or update a client in Morningstar AdviserLogic, ensuring your records are consistently synchronized without any manual intervention. Stay organized and save time managing your client data with this handy integration.
Effortlessly maintain your client information up-to-date across both Capsule CRM and Morningstar AdviserLogic with this seamless workflow. Once a contact in Capsule CRM is created or updated, this automation will create or update a client in Morningstar AdviserLogic, ensuring your records are consistently synchronized without any manual intervention. Stay organized and save time managing your client data with this handy integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- 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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