How to connect Morningstar AdviserLogic + DocuSign
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New or Updated Client
Triggers when a client is created or updated.Try ItTriggerScheduled
Date of BirthRequired
Client Start Date
Address (Line 1)
Address (Line 2)
Download form data?
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.Try ItTriggerScheduled
Triggers when a new folder is created.Try ItTriggerScheduled
- Step 1: Authenticate Morningstar AdviserLogic and DocuSign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.