Morningstar AdviserLogic + Klaviyo
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.
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 Event
Triggers on a new event. Optional filtering by metric.
- 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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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired
