Create or update Morningstar AdviserLogic clients from new Kommo companies
Effortlessly maintain your client information up-to-date with this efficient workflow. When a new company is added in Kommo, it will seamlessly create or update the client data in Morningstar AdviserLogic, saving you time and ensuring accurate records. Manage your clients more effectively with this seamless integration between Kommo and Morningstar AdviserLogic.
Effortlessly maintain your client information up-to-date with this efficient workflow. When a new company is added in Kommo, it will seamlessly create or update the client data in Morningstar AdviserLogic, saving you time and ensuring accurate records. Manage your clients more effectively with this seamless integration between Kommo and Morningstar AdviserLogic.
- When this happens...New Company
Triggers when a new company 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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