• Morningstar AdviserLogic logoMorningstar AdviserLogic logo
  • Keap Max Classic logoKeap Max Classic logo

Morningstar AdviserLogic + Keap Max Classic Integrations

How to connect Morningstar AdviserLogic + Keap Max Classic

Zapier lets you send info between Morningstar AdviserLogic and Keap Max Classic automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Morningstar AdviserLogic triggers, actions, and search
    New or Updated Client
    Triggers when a client is created or updated.
    Trigger
    Scheduled
  • 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
  • Morningstar AdviserLogic triggers, actions, and search
    Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...
    Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search
    Add/Update AdviserLogic Diary Event From Microsoft Google Cal...
    Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search
    Create or Update Client
    Creates a new client, or updates to existing by Client ID or External ID.
    Action
    Write
  • Morningstar AdviserLogic triggers, actions, and search
    Create or Update Entity
    Updates the existing entity, otherwise creates a new entity.
    Action
    Write
  • Keap Max Classic triggers, actions, and search
    New Action sequence
    Triggered when a new action sequence is added.
    Trigger
    Scheduled
  • Keap Max Classic triggers, actions, and search
    New Affiliate
    Triggers when you add a new affiliate.
    Trigger
    Scheduled
  • Keap Max Classic

    Triggers when you add a new company.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new action for a contact (task, note, or appointment).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a tag gets added to a contact.

    Instant

    Trigger

  • Keap Max Classic

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new expense for an opportunity or leadsource.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new opportunity.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new product.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact subscribes to plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact unsubscribes from plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new subscription plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new tag.

    Scheduled

    Trigger

  • Keap Max Classic

    Create a new company.

    Scheduled

    Action

  • Keap Max Classic

    Creates a new contact. Can be used to update existing contacts too.

    Scheduled

    Action

  • Keap Max Classic

    Applies a tag to an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    Scheduled

    Action

  • Keap Max Classic

    Creates a note on an existing contact

    Scheduled

    Action

  • Keap Max Classic

    Creates a new order.

    Scheduled

    Action

  • Keap Max Classic

    Create a new Product.

    Scheduled

    Action

  • Keap Max Classic

    Updates an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Find a Contact by their Email Address or Username.

    Scheduled

    Action

  • Keap Max Classic

    Find an Invoice by specifying a Contact and Invoice details.

    Scheduled

    Action

  • Keap Max Classic

    Finds or creates a specific contact.

    Scheduled

    Action

How Morningstar AdviserLogic + Keap Max Classic Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic and Keap Max Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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 more
keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Related categories

Similar apps

HubSpot integrations

HubSpot

Marketing Automation
Interakt integrations

Interakt

Marketing Automation
Inbound Now integrations

Inbound Now

Marketing Automation, WordPress

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy