Morningstar AdviserLogic + Salestrekker Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Morningstar AdviserLogic and Salestrekker.
It's easy to connect Morningstar AdviserLogic + Salestrekker and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when a client is created or updated.
Triggers when a new Deal is created.
Triggers when a new document is uploaded.
Triggers when a new document is created.
Triggers when a Deal changes status.
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Triggers when the deal changes due date.
Triggers when new documents are requested .
Triggers when a new document is signed.
Triggers when a new Note is created.
- Step 1: Authenticate Morningstar AdviserLogic + Salestrekker.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.