AdviserLogic + MindManager Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between AdviserLogic and MindManager.
It's easy to connect AdviserLogic + MindManager and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when a client is created or updated.
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Add a subtopic to your MindManager desktop application.
Updates the existing entity, otherwise creates a new entity.
Triggers when a company/trust is created or updated.
Triggers when a topic in MindManager is zapped.
Creates a new client, or updates to existing by Client ID or External ID.
- Step 1: Authenticate AdviserLogic + MindManager.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.