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Morningstar AdviserLogic + Gravity Forms

Create or update Morningstar AdviserLogic clients from new Gravity Forms submissions

Easily manage your clients with this seamless workflow between Gravity Forms and Morningstar AdviserLogic. When a new form submission occurs in Gravity Forms, this automation will create or update a client in Morningstar AdviserLogic in real-time. Keep your client information up-to-date, improve efficiency, and save time by incorporating this automation into your process.

Easily manage your clients with this seamless workflow between Gravity Forms and Morningstar AdviserLogic. When a new form submission occurs in Gravity Forms, this automation will create or update a client in Morningstar AdviserLogic in real-time. Keep your client information up-to-date, improve efficiency, and save time by incorporating this automation into your process.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Morningstar AdviserLogicMorningstar AdviserLogic
    Create or Update Client

    Creates a new client, or updates to existing by Client ID or External ID.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It

    • FormRequired

    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search

    New Diary Event

    Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

    Trigger
    Scheduled
    Try It

    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Visibility

    • Event Status

    • Event Organizer

    Action
    Write

    • FormRequired

    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search

    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Scheduled
    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 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

    Action
    Write
adviserlogic logo
adviserlogic logo

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

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  • CRM (Customer Relationship Management)

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About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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