Morningstar AdviserLogic + Klaviyo

Morningstar AdviserLogic + Klaviyo integrations

Create or update Morningstar AdviserLogic clients for new Klaviyo events

Stay on top of your clients' needs by effortlessly updating their information based on new events in Klaviyo. With this workflow, when a new event occurs in Klaviyo, the client's information is seamlessly created or updated in Morningstar AdviserLogic. This automation keeps your client database accurate and helps you provide personalized and timely advice to your clients without any manual data entry.

When this happens...
New EventTriggers on a new event. Optional filtering by metric.
TriggerPolling
automatically do this!
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 Klaviyo and Morningstar AdviserLogic

Discover other triggers and actions you can use with Klaviyo and Morningstar AdviserLogic

- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write

- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write

- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
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

- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or write
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
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

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 Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.