Morningstar AdviserLogic + Formstack Integrations

How to connect Morningstar AdviserLogic + Formstack

Zapier lets you send info between Morningstar AdviserLogic and Formstack automatically—no code required.

When this happens...

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

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Create Submission

Creates a submission for a form in FormStack.

Supported triggers and actions

What does this mean?

New or Updated Client
Triggers when a client is created or updated.
Trigger
Scheduled
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Scheduled
Add/Update AdviserLogic Diary Event From Microsoft Outlook Calendar
Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
Action
Write
Add/Update AdviserLogic Diary Event From Microsoft Google Calendar
Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
Action
Write
Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
Action
Write

Create or Update Entity
Updates the existing entity, otherwise creates a new entity.
Action
Write
New Form
Triggers when a new form is added.
Trigger
Scheduled

New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Trigger
Instant

Formstack
Creates a submission for a form in FormStack.
Scheduled
Action

How Morningstar AdviserLogic + Formstack Integrations Work

Step 1: Authenticate Morningstar AdviserLogic + Formstack.
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.

Connect apps

Connect Morningstar AdviserLogic + Formstack

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.