Morningstar AdviserLogic + Delighted

Morningstar AdviserLogic + Delighted integrations

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.

When this happens...
New ResponseTriggers when a new response is received in this Delighted Project.
TriggerPolling
automatically do this!
Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Delighted and Morningstar AdviserLogic

Discover other triggers and actions you can use with Delighted and Morningstar AdviserLogic

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Polling
Try It
- Person ID
- Email
  Required
- Phone Number
- Name
- Properties
Action
Write
- Email
  Required
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Email
  Required
- Name
- Delay
- Properties
Action
Write

- Email
  Required
Action
Write
- Platform ID
  Required
Action
Search

- Trend ID
- Groups
- Since
- Until
Action
Search
New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
Try It
- External 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- External ID
  Required
- 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
Action
Write

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Polling
Try It
- Person ID
- Email
- Phone Number
  Required
- Name
- Properties
Action
Write
- Person ID
  Required
- Created At
- Score
  Required
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone Number
  Required
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- Email
  Required
- Phone Number
- Name
- Last Sent At
Action
Search or write
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Delighted