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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 you activate it, Zapier will create a Google Calendar event for every new event created on Adviserlogic so you'll never forget an upcoming meeting or event.

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 you activate it, Zapier will create a Google Calendar event for every new event created on Adviserlogic so you'll never forget an upcoming meeting or event.

  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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