When this happens...
AdviserLogicNew Diary Event
Then do this...
Office 365Create 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New or Updated Client

Triggers when a client is created or updated.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

New or Updated Entity

Triggers when a company/trust is created or updated.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

New Diary Event

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

Create Contact

Create a contact in your Office 365 account.

New Event

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

Send Email

Send an email from your Outlook account.

New Email

Triggers when you get a new email.

Create Event

Create an event on a calendar of your choice.

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AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

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.

See Office 365 Integrations