Morningstar AdviserLogic + VideoAsk

Morningstar AdviserLogic + VideoAsk integrations

Create or update Morningstar AdviserLogic clients from new VideoAsk responses

Efficiently manage your client information in Morningstar AdviserLogic using this seamless workflow. When a VideoAsk receives a new response from a respondent, this automation promptly creates or updates a client within the Morningstar AdviserLogic app. Save time and ensure all responses are accurately organized within your client database for an enhanced experience.

When this happens...
New Response (From a Respondent)Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
ActionWrite

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More things you can do with VideoAsk and Morningstar AdviserLogic

Discover other triggers and actions you can use with VideoAsk and Morningstar AdviserLogic

- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Organization_id
  Required
- Name
- Email
  Required
- Phone_number
Action
Write
New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
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- 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
Action
Write

- First Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- External ID
  Required
- 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
Action
Write

- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Videoask
  Required
- Name
- Email
  Required
- Phone_number
- Product_name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

About Morningstar AdviserLogic

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.

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About VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.