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Morningstar AdviserLogic + Google Calendar

Add new AdviserLogic events to Google Calendar

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Google Calendar integration. Once set up, this Zap will add an Event in Google Calendar for each new event created in AdviserLogic so you've always got a place to take down those thoughts.

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Google Calendar integration. Once set up, this Zap will add an Event in Google Calendar for each new event created in AdviserLogic so you've always got a place to take down those thoughts.

  1. When this happens...
    Morningstar AdviserLogicMorningstar AdviserLogic
    New Diary Event

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

    TriggerScheduled
  2. automatically do this!
    Google CalendarGoogle Calendar
    Create Detailed Event

    Create an event by defining each field.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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

    • First NameRequired

    • Last NameRequired

    • Date of BirthRequired

    • GenderRequired

    • External IDRequired

    • 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
  • Google Calendar triggers, actions, and search

    New Calendar

    Triggers when a calendar is created.

    Trigger
    Scheduled
    Try It
  • 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

    • External IDRequired

    • Entity IDRequired

    • SourceRequired

    • Record ID

    • Parent ID

    • Company Name

    • TFN

    • Acn

    • Abn

    • Notes

    • Corporate Trustee

    • Entity TypeRequired

    • Member ID

    • Trustee Name

    • Trustee

    • Director

    • Share Percentage

    Action
    Write

    • CalendarRequired

    Trigger
    Scheduled
    Try It
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adviserlogic logo

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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google-calendar logo
google-calendar logo

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.
Learn moreHelp

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