Loading

Morningstar AdviserLogic + Microsoft Office 365

Add new AdviserLogic client contacts to Office 365

Want to make your life a bit easier, use Zapier to do that admin work for you. Once you set up this AdviserLogic-Office 365 integration, newly-created AdviserLogic client contacts are added to Office 365 automatically, saving you time and effort.

Want to make your life a bit easier, use Zapier to do that admin work for you. Once you set up this AdviserLogic-Office 365 integration, newly-created AdviserLogic client contacts are added to Office 365 automatically, saving you time and effort.

  1. When this happens...
    Morningstar AdviserLogicMorningstar AdviserLogic
    New or Updated Client

    Triggers when a client is created or updated.

    TriggerScheduled
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Create Contact

    Creates a new contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Morningstar AdviserLogic triggers, actions, and search

    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Scheduled
    Try It
    • 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 NameRequired

    • Last NameRequired

    • Date of BirthRequired

    • GenderRequired

    • External IDRequired

    • 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 BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
  • Morningstar AdviserLogic triggers, actions, and 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
    Try It
    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Visibility

    • Event Status

    • Event Organizer

    Action
    Write
    • 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

    Action
    Write
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
adviserlogic logo
adviserlogic logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
office-365 logo
office-365 logo

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.

Related categories

Similar apps

Email by Zapier integrationsEmail by Zapier integrations

Email by Zapier

Email, Zapier
Google Docs integrationsGoogle Docs integrations

Google Docs

Documents, Google
Gmail integrationsGmail integrations

Gmail

Email, Google