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Morningstar AdviserLogic + Interact

Create or update Morningstar AdviserLogic clients from new Interact leads

Effortlessly manage new leads from Interact by creating or updating clients in Morningstar AdviserLogic with this seamless workflow. As soon as a new lead is generated in Interact, this process ensures their information is captured and updated in AdviserLogic, saving you time and ensuring accurate client data across both platforms. Enhance your lead management and client onboarding experience with this convenient automation.

Effortlessly manage new leads from Interact by creating or updating clients in Morningstar AdviserLogic with this seamless workflow. As soon as a new lead is generated in Interact, this process ensures their information is captured and updated in AdviserLogic, saving you time and ensuring accurate client data across both platforms. Enhance your lead management and client onboarding experience with this convenient automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    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?

    • QuizRequired

    Trigger
    Instant
    Try It
  • 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

    • 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

    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

Related categories

  • CRM (Customer Relationship Management)

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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

Similar apps

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Zapier Interfaces

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