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Add new AdviserLogic events to Office 365 calendar

  1. When this happensStep 1: New Diary Event

  2. Then do thisStep 2: Create Event

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Office 365 integration. Once you activate it, it'll automatically create an event in your Office 365 calendar for every new event created on AdviserLogic so you've always got a place to take down those thoughts—and you'll make sure your events show up on your phone's calendar, too.

How it Works

  1. A new event is created in Adviserlogic
  2. Zapier automatically creates an event in Office 365

What You Need

  • Adviserlogic Account
  • Office 365 Account
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Connect Morningstar AdviserLogic + Microsoft Office 365 in Minutes

It's easy to connect Morningstar AdviserLogic + Microsoft Office 365 and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New or Updated Client

Triggers when a client is created or updated.

New Calendar

Triggers when you add a new calendar.

New Email

Triggers when you get a new email.

New Folder

Triggers when a new folder is added to Outlook.

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

New Contact

Triggers when a new contact is added.

New Event

Triggers when an event is added to a calendar of your choice.

Updated Event

Triggers when an event is updated.