Morningstar AdviserLogic + Google Sheets
Create or update clients in Morningstar AdviserLogic with new or updated spreadsheet rows from Google Sheets team drive
Stay organized and improve efficiency by connecting Google Sheets with Morningstar AdviserLogic. This workflow activates whenever a new or updated row is detected in your team drive on Google Sheets, resulting in the creation or update of a client in Morningstar AdviserLogic. Simplifying your data update process, this automation reduces manual data entry, providing an effective solution for those wishing to streamline their client management tasks.
Stay organized and improve efficiency by connecting Google Sheets with Morningstar AdviserLogic. This workflow activates whenever a new or updated row is detected in your team drive on Google Sheets, resulting in the creation or update of a client in Morningstar AdviserLogic. Simplifying your data update process, this automation reduces manual data entry, providing an effective solution for those wishing to streamline their client management tasks.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
- 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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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
