Morningstar AdviserLogic + Knack Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Morningstar AdviserLogic and Knack.

Connect Morningstar AdviserLogic + Knack in Minutes

It's easy to connect Morningstar AdviserLogic + Knack and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New or Updated Client

Triggers when a client is created or updated.

InstantDeleted Record

Triggers when an existing record is deleted in a live app.

InstantNew Record

Triggers when a new record is created in a live app.

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

InstantNew Form Submission

Triggers when a form is submitted in a live app.

InstantUpdated Record

Triggers when an existing record is updated in a live app.

How Morningstar AdviserLogic + Knack Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic + Knack.
    (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.
Connect Morningstar AdviserLogic + Knack