Morningstar AdviserLogic + Microsoft To-Do Integrations

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

Connect Morningstar AdviserLogic + Microsoft To-Do in Minutes

It's easy to connect Morningstar AdviserLogic + Microsoft To-Do 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.

Completed Task

Triggers when a task is completed.

New Task

Triggers when a new task is created.

New Diary Event

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

New List

Triggers when a new list is created.

Updated Task

Triggers when a task is updated.

How Morningstar AdviserLogic + Microsoft To-Do Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic + Microsoft To-Do.
    (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 + Microsoft To-Do