Create or update Morningstar AdviserLogic clients when new contacts are added in Keap
Effortlessly manage your client information between Keap and Morningstar AdviserLogic with this seamless workflow. Whenever a new contact is added in Keap, it will automatically create or update a client in your Morningstar AdviserLogic app, ensuring your client information stays up-to-date and accurate across both platforms. Save time and maintain accurate records with this simple automation.
Effortlessly manage your client information between Keap and Morningstar AdviserLogic with this seamless workflow. Whenever a new contact is added in Keap, it will automatically create or update a client in your Morningstar AdviserLogic app, ensuring your client information stays up-to-date and accurate across both platforms. Save time and maintain accurate records with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- 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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