Morningstar AdviserLogic + Delighted
Create or update Morningstar AdviserLogic clients from new Delighted responses
Effortlessly keep your client information up to date with this Delighted and Morningstar AdviserLogic integration. Whenever a new response is received in Delighted, this workflow will create or update the client in Morningstar AdviserLogic, ensuring their details are always accurate and current. Stay organized and streamline your client management process with this efficient automation.
Effortlessly keep your client information up to date with this Delighted and Morningstar AdviserLogic integration. Whenever a new response is received in Delighted, this workflow will create or update the client in Morningstar AdviserLogic, ensuring their details are always accurate and current. Stay organized and streamline your client management process with this efficient automation.
- When this happens...New Response
Triggers when a new response is received in this Delighted Project.
- 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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New Response
Triggers when a new response is received in this Delighted Project.
Try ItPerson ID
EmailRequired
Phone Number
Name
Properties
EmailRequired
Name
Last Sent At
Person ID
Email
Phone Number
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Try ItPerson ID
Email
Phone NumberRequired
Name
Properties
Person IDRequired
Created At
ScoreRequired
Comment
Properties
Person ID
Email
Phone Number
