Morningstar AdviserLogic + Google Sheets
Add new AdviserLogic Entity details to Google Sheets
Want to make your life a bit easier? Use Zapier to do the admin work of copying entities for you. Once you set up this AdviserLogic-Google Sheets integration, whenever you add a new entity, it'll automatically be added in Google Sheets.
Want to make your life a bit easier? Use Zapier to do the admin work of copying entities for you. Once you set up this AdviserLogic-Google Sheets integration, whenever you add a new entity, it'll automatically be added in Google Sheets.
- When this happens...New or Updated Entity
Triggers when a company/trust is created or updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New or Updated Client
Triggers when a client is created or updated.
Try ItExternal 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
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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Visibility
Event Status
Event Organizer
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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
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.
