Connect Morningstar AdviserLogic and Microsoft Office 365 to unlock the power of automation
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Choose a Trigger
Choose an Action
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Quickly connect Morningstar AdviserLogic to Microsoft Office 365 with a Zapier template.
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Zapier makes it easy to integrate Morningstar AdviserLogic with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
Select a trigger from Morningstar AdviserLogic
A trigger is an event that starts your Zap and runs the workflow. For example, with Morningstar AdviserLogic, a trigger could be "New or Updated Client."
Setup an action from Microsoft Office 365
An action is what takes place after the automation is triggered. For example, with Microsoft Office 365, the action could be "Create Event."
That’s it! You just connected Morningstar AdviserLogic to Microsoft Office 365
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Connect Morningstar AdviserLogic and Microsoft Office 365 to integrate crucial parts of your business
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- New or Updated Client
Triggers when a client is created or updated.
Try ItTriggerPolling - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Importance
- Event Visibility
- Event Status
- Event Organizer
- IsAllday
- Recurrence-DaysOfWeek
- Recurrence-FirstDayOfWeek
- Recurrence-Interval
- Recurrence-Type
- Recurrence-DayOfMonth
- Recurrence-Index
- Recurrence-Month
- Recurrence-NumberOfOccurences
- Recurrence-TimeZone
- Recurrence-StartDate
- Recurrence-EndDate
- Recurrence-RangeType
ActionWrite- First NameRequired
- Last NameRequired
- Date of BirthRequired
- GenderRequired
- External ID
- Client ID
- Full Name
- Occupation
- Client Start Date
- Job Title
- Notes
- Phone (Home)
- Phone (Mobile)
- Phone (Work)
- Fax
- Email (Home)
- Email (Work)
- Address (Line 1)
- Address (Line 2)
- Address (Suburb)
- Address (PostCode)
- Address (Country)
- Address (State)
- Facebook
- Skype
- Linkedin
- Twitter
- Source
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
- New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItTriggerPolling - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
ActionWrite- External IDRequired
- Entity IDRequired
- SourceRequired
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity TypeRequired
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
ActionWrite- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
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About Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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