Morningstar AdviserLogic + Credit Repair Cloud
Create or update Morningstar AdviserLogic clients from new Credit Repair Cloud clients
Effortlessly manage your clients' financial information with this convenient automation. When you add a new client to Credit Repair Cloud, this workflow will either create a new client or update existing client information in Morningstar AdviserLogic. Save time and streamline your process, ensuring your clients' data remains up to date across both platforms.
Effortlessly manage your clients' financial information with this convenient automation. When you add a new client to Credit Repair Cloud, this workflow will either create a new client or update existing client information in Morningstar AdviserLogic. Save time and streamline your process, ensuring your clients' data remains up to date across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- 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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- 14 day trial for premium features & apps
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
