Morningstar AdviserLogic + Microsoft Office 365 integrations
Add new Adviserlogic client contact details to Office 365
Want to make your life a bit easier? Use Zapier to do the admin work of copying contacts for you. Once you set up this AdviserLogic-Office 365 integration, whenever you add a new client, it'll automatically be added as a contact in Office 365 as well to make sure you can get in touch with new contacts from anywhere.
- When this happens...New or Updated ClientTriggers when a client is created or updated.
- automatically do this!Create ContactCreates a new contact.
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More things you can do with Morningstar AdviserLogic and Microsoft Office 365
Discover other triggers and actions you can use with Morningstar AdviserLogic and Microsoft Office 365
- 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 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
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- Shared Inbox
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
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.
Related categories
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.







