Integrate Morningstar AdviserLogic with Microsoft Office 365 to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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."

A trigger is the event that kicks off your automated workflow.

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."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Morningstar AdviserLogic to Microsoft Office 365

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Morningstar AdviserLogic to Microsoft Office 365 with a Zapier template.

Our most popular template

Add new Adviserlogic client contact details to Office 365
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Morningstar AdviserLogic + Microsoft Office 365
Add new AdviserLogic events to Office 365 calendars
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Morningstar AdviserLogic + Microsoft Office 365
Add new AdviserLogic client contacts to Office 365
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Morningstar AdviserLogic + Microsoft Office 365
Add new AdviserLogic events to Office 365 calendar
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Morningstar AdviserLogic + Microsoft Office 365

Add new Adviserlogic client contact details to Office 365

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Morningstar AdviserLogic + Microsoft Office 365

Add new AdviserLogic events to Office 365 calendars

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Morningstar AdviserLogic + Microsoft Office 365

Add new AdviserLogic client contacts to Office 365

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Morningstar AdviserLogic + Microsoft Office 365

Add new AdviserLogic events to Office 365 calendar

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Morningstar AdviserLogic + Microsoft Office 365

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Learn about AI automation

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Choose a Trigger

Start here

Choose an Action

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.

New or Updated Client
Triggers when a client is created or updated.
Trigger
Scheduled
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- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- 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
Action
Write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
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- Calendar
Trigger
Scheduled
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- Shared Inbox
Trigger
Scheduled
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
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- Calendar
Trigger
Scheduled
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- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search

New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Scheduled
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- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
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- Contact Folder
Trigger
Scheduled
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- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
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- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search Term
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Learn how to automate Morningstar AdviserLogic on the Zapier blog

Learn how to automate Microsoft Office 365 on the Zapier blog

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.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.