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Morningstar AdviserLogic + Formstack

Create or update Morningstar AdviserLogic clients with new Formstack submissions

Streamline your client management process with this seamless workflow. Whenever there's a new submission in Formstack, it will immediately create or update a client in Morningstar AdviserLogic. This automation saves you from manual data entry, ensuring all client information from Formstack submissions is accurate and up-to-date in your Morningstar AdviserLogic platform. Simplify your financial advising process, lessening the administrative load, and leaving you more time for meaningful client interaction.

Streamline your client management process with this seamless workflow. Whenever there's a new submission in Formstack, it will immediately create or update a client in Morningstar AdviserLogic. This automation saves you from manual data entry, ensuring all client information from Formstack submissions is accurate and up-to-date in your Morningstar AdviserLogic platform. Simplify your financial advising process, lessening the administrative load, and leaving you more time for meaningful client interaction.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Morningstar AdviserLogicMorningstar AdviserLogic
    Create or Update Client

    Creates a new client, or updates to existing by Client ID or External ID.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search

    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Scheduled
    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

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search

    New Diary Event

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

    Trigger
    Scheduled
    Try It

    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Visibility

    • Event Status

    • Event Organizer

    Action
    Write
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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