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Morningstar AdviserLogic + Gravity Forms

Morningstar AdviserLogic + Gravity Forms

Morningstar AdviserLogic + Gravity Forms integrations

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.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    TriggerInstant
  2. automatically do this!
    Create or Update Client
    Create or Update Client
    Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
    ActionWrite
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More things you can do with Gravity Forms and Morningstar AdviserLogic

Discover other triggers and actions you can use with Gravity Forms and Morningstar AdviserLogic

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    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
    Polling
    Try It
    • External ID
    • Subject
    • Description
    • StartDate
    • EndDate
    • Attendees
    • Location
    • Invitee Response
    • Invitee Type
    • Event Visibility
    • Event Status
    • Event Organizer
    Action
    Write
    • Form
      Required
    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and 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
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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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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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