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.

Connect Morningstar AdviserLogic + Salestrekker in Minutes

It's easy to connect Morningstar AdviserLogic + Salestrekker 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.

InstantNew Deal

Triggers when a new Deal is created.

InstantNew Document in Deal

Triggers when a new document is uploaded.

InstantNew Created Document

Triggers when a new document is created.

InstantDeal Changes Status

Triggers when a Deal changes status.

New Diary Event

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

InstantDeal Due Date

Triggers when the deal changes due date.

InstantNew Requested Documents

Triggers when new documents are requested .

InstantNew Signed Document

Triggers when a new document is signed.

InstantNew Note

Triggers when a new Note is created.

How Morningstar AdviserLogic + Salestrekker Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic + Salestrekker.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Morningstar AdviserLogic + Salestrekker