Create integrations between Morningstar AdviserLogic and Duda to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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)
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.Try ItTriggerScheduled
New or Updated Site Comment
Triggers when a site comment is created or updated (available for Team plan and up)Try ItTriggerInstant