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Morningstar AdviserLogic + Google Calendar

Update AdviserLogic diary events from new and updated events in Google Calendar

Need to keep your schedule updated across calendars? This Zap lets you do that easily. Once activated, this integration automatically adds a new, or updates an existing, AdviserLogic diary event from each new or updated events in Google Calendar.

Need to keep your schedule updated across calendars? This Zap lets you do that easily. Once activated, this integration automatically adds a new, or updates an existing, AdviserLogic diary event from each new or updated events in Google Calendar.

  1. When this happens...
    Google CalendarGoogle Calendar
    New or Updated Event

    Triggers when an event is created or updated (except when it's cancelled).

    TriggerInstant
  2. automatically do this!
    Morningstar AdviserLogicMorningstar AdviserLogic
    Add/Update AdviserLogic Diary Event From Microsoft Google Cal...

    Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Google Calendar triggers, actions, and search

    New Calendar

    Triggers when a calendar is created.

    Trigger
    Scheduled
    Try It
    • CalendarRequired

    • Search Term

    Trigger
    Scheduled
    Try It
    • CalendarRequired

    • Expand Recurring Events

    Trigger
    Instant
    Try It
    • CalendarRequired

    • Search TermRequired

    Trigger
    Scheduled
    Try It
    • CalendarRequired

    Trigger
    Scheduled
    Try It
    • CalendarRequired

    • Time Before

    • Time Before (Unit)

    • Search Term

    Trigger
    Scheduled
    Try It
    • CalendarRequired

    Trigger
    Instant
    Try It
    • CalendarRequired

    • EventRequired

    • Attendee/sRequired

    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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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.

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