Create or update Morningstar AdviserLogic clients when new contacts are added in Clio
Streamline your client management process by connecting Clio and Morningstar AdviserLogic. With this workflow, whenever a new contact is added in Clio, their information will be automatically used to create or update a client in Morningstar AdviserLogic. Save time and ensure consistent, accurate client data across both platforms with this seamless integration.
Streamline your client management process by connecting Clio and Morningstar AdviserLogic. With this workflow, whenever a new contact is added in Clio, their information will be automatically used to create or update a client in Morningstar AdviserLogic. Save time and ensure consistent, accurate client data across both platforms with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
- Free forever for core features
- 14 day trial for premium features & apps