Refound your company for the AI era at ZapConnect 2026. Save your spot →

Morningstar AdviserLogic + Google Contacts

Morningstar AdviserLogic + Google Contacts integrations

Add new or updated Google Contacts to AdviserLogic

Rather than spending time importing and exporting contact lists, use this Google Contacts-AdviserLogic integration to automatically add new or updated Google Contacts to Adviserlogic.

When this happens...
New or Updated ContactTriggers when a contact is created or updated.
TriggerPolling
automatically do this!
Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Google Contacts and Morningstar AdviserLogic

Discover other triggers and actions you can use with Google Contacts and Morningstar AdviserLogic

New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Polling
Try It
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Search_by
  Required
Action
Search or write
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It

- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

New Group
Triggers when a group is created.
Trigger
Polling
Try It
- Contact
  Required
- Group
  Required
Action
Write
- Contact
  Required
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- Photo
  Required
Action
Write
- Search_by
  Required
Action
Search
New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
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 Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- External ID
  Required
- 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

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

HelpHelp

Related categories

Contact Management

Google

Similar apps

Microsoft Office 365

Email, Microsoft

Zoho Mail

Email, Zoho

Related Zap Templates

Update AdviserLogic client contacts from updated Google Contacts

Create AdviserLogic clients from new Google Contacts