Do more with Morningstar AdviserLogic integrations
Zapier lets you connect Morningstar AdviserLogic with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Top companies trust Zapier to automate work and free up time
Google ContactsContact Management, Google
Microsoft Office 365Email, Microsoft
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- New or Updated ClientTriggers when a client is created or updated.Trigger
- New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.Trigger
- Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.Action
- Add/Update AdviserLogic Diary Event From Microsoft Google Cal...Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.Action
- Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.Action
- Create or Update EntityUpdates the existing entity, otherwise creates a new entity.Action