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Morningstar AdviserLogic Integrations

CRM (Customer Relationship Management)

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Integrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Morningstar AdviserLogic

Mailchimp

Email Newsletters
Integrate Google Contacts with Morningstar AdviserLogic

Google Contacts

Contact Management, Google
Integrate Microsoft Office 365 with Morningstar AdviserLogic

Microsoft Office 365

Email, Microsoft
Integrate Trello with Morningstar AdviserLogic

Trello

Project Management
Integrate Filter by Zapier with Morningstar AdviserLogic

Filter by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with Morningstar AdviserLogic

Microsoft Excel

Microsoft, Spreadsheets
Integrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Morningstar AdviserLogic

Mailchimp

Email Newsletters
Integrate Google Contacts with Morningstar AdviserLogic

Google Contacts

Contact Management, Google
Integrate Microsoft Office 365 with Morningstar AdviserLogic

Microsoft Office 365

Email, Microsoft
Integrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets

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Popular ways to use Morningstar AdviserLogic workflows

  • Add notes to Evernote for new AdviserLogic diary events

    • Morningstar AdviserLogic logo
    • Evernote logo
    Morningstar AdviserLogic + Evernote
    More details
    1. When this happens

      Step 1: New Diary Event

    2. Then do this

      Step 2: Create Note

    Add notes to Evernote for new AdviserLogic diary events

    Add notes to Evernote for new AdviserLogic diary events
    • Morningstar AdviserLogic logo
    • Evernote logo
    Morningstar AdviserLogic + Evernote
  • Create new Trello cards from new AdviserLogic diary events

    • Morningstar AdviserLogic logo
    • Trello logo
    Morningstar AdviserLogic + Trello
    More details
    1. When this happens

      Step 1: New Diary Event

    2. Then do this

      Step 2: Create Card

  • Add new AdviserLogic events to Office 365 calendars

    • Morningstar AdviserLogic logo
    • Microsoft Office 365 logo
    Morningstar AdviserLogic + Microsoft Office 365
    More details
    1. When this happens

      Step 1: New Diary Event

    2. Then do this

      Step 2: Create Event

  • Create Trello cards for new AdviserLogic clients

    • Morningstar AdviserLogic logo
    • Trello logo
    Morningstar AdviserLogic + Trello
    More details
    1. When this happens

      Step 1: New or Updated Client

    2. Then do this

      Step 2: Create Card

  • Add new AdviserLogic client contacts to Google Contacts

    • Morningstar AdviserLogic logo
    • Google Contacts logo
    Morningstar AdviserLogic + Google Contacts
    More details
    1. When this happens

      Step 1: New or Updated Client

    2. Then do this

      Step 2: Create Contact

  • Add new AdviserLogic client contacts to Office 365

    • Morningstar AdviserLogic logo
    • Microsoft Office 365 logo
    Morningstar AdviserLogic + Microsoft Office 365
    More details
    1. When this happens

      Step 1: New or Updated Client

    2. Then do this

      Step 2: Create Contact

  • Add new or updated Google Contacts to AdviserLogic

    • Google Contacts logo
    • Morningstar AdviserLogic logo
    Google Contacts + Morningstar AdviserLogic
    More details
    1. When this happens

      Step 1: New or Updated Contact

    2. Then do this

      Step 2: Create or Update Client

  • Add new AdviserLogic events to Google Calendar

    • Morningstar AdviserLogic logo
    • Google Calendar logo
    Morningstar AdviserLogic + Google Calendar
    More details
    1. When this happens

      Step 1: New Diary Event

    2. Then do this

      Step 2: Create Detailed Event

Supported triggers and actions

What does this mean?
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adviserlogic logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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