Morningstar AdviserLogic + Google Sheets
Create clients in AdviserLogic from new Google Sheets rows
Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.
Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
