Morningstar AdviserLogic + Jotform
Create or update Morningstar AdviserLogic clients with new Jotform submissions
Ease the process of managing your clients in Morningstar AdviserLogic with this efficient workflow. Whenever a new submission is received in Jotform, it updates the respective client information in AdviserLogic instantly. This automation ensures timely and accurate transfer of data, removing the need for manual input. Streamline your client information management routine, saving you both time and effort.
Ease the process of managing your clients in Morningstar AdviserLogic with this efficient workflow. Whenever a new submission is received in Jotform, it updates the respective client information in AdviserLogic instantly. This automation ensures timely and accurate transfer of data, removing the need for manual input. Streamline your client information management routine, saving you both time and effort.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- 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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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New or Updated Client
Triggers when a client is created or updated.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
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