Create integrations between Morningstar AdviserLogic and Clio to automate any workflow
Create your first workflow
Quickly automate workflows with Morningstar AdviserLogic and Clio using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New 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
New Activity
Triggers when a new activity is created.
Try It
New 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
New Bill
Triggers when a new bill is created.
Try It