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Morningstar AdviserLogic Integrations

CRM (Customer Relationship Management)

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Integrate Microsoft Outlook with Morningstar AdviserLogicIntegrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogicIntegrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogicIntegrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Morningstar AdviserLogicIntegrate Mailchimp with Morningstar AdviserLogic

Mailchimp

Email Newsletters
Integrate Google Contacts with Morningstar AdviserLogicIntegrate Google Contacts with Morningstar AdviserLogic

Google Contacts

Contact Management, Google
Integrate Microsoft Office 365 with Morningstar AdviserLogicIntegrate Microsoft Office 365 with Morningstar AdviserLogic

Microsoft Office 365

Email, Microsoft
Integrate Trello with Morningstar AdviserLogicIntegrate Trello with Morningstar AdviserLogic

Trello

Project Management
Integrate Filter by Zapier with Morningstar AdviserLogicIntegrate Filter by Zapier with Morningstar AdviserLogic

Filter by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with Morningstar AdviserLogicIntegrate Microsoft Excel with Morningstar AdviserLogic

Microsoft Excel

Microsoft, Spreadsheets
Integrate Microsoft Outlook with Morningstar AdviserLogicIntegrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogicIntegrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogicIntegrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Morningstar AdviserLogicIntegrate Mailchimp with Morningstar AdviserLogic

Mailchimp

Email Newsletters
Integrate Google Contacts with Morningstar AdviserLogicIntegrate Google Contacts with Morningstar AdviserLogic

Google Contacts

Contact Management, Google
Integrate Microsoft Office 365 with Morningstar AdviserLogicIntegrate Microsoft Office 365 with Morningstar AdviserLogic

Microsoft Office 365

Email, Microsoft
Integrate Microsoft Outlook with Morningstar AdviserLogicIntegrate Microsoft Outlook with Morningstar AdviserLogic

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Google Calendar with Morningstar AdviserLogicIntegrate Google Calendar with Morningstar AdviserLogic

Google Calendar

Calendar, Google
Integrate Google Sheets with Morningstar AdviserLogicIntegrate Google Sheets with Morningstar AdviserLogic

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Morningstar AdviserLogicIntegrate Mailchimp with Morningstar AdviserLogic

Mailchimp

Email Newsletters
Integrate Google Contacts with Morningstar AdviserLogicIntegrate Google Contacts with Morningstar AdviserLogic

Google Contacts

Contact Management, Google
Integrate Microsoft Office 365 with Morningstar AdviserLogicIntegrate Microsoft Office 365 with Morningstar AdviserLogic

Microsoft Office 365

Email, Microsoft
Integrate Trello with Morningstar AdviserLogicIntegrate Trello with Morningstar AdviserLogic

Trello

Project Management
Integrate Filter by Zapier with Morningstar AdviserLogicIntegrate Filter by Zapier with Morningstar AdviserLogic

Filter by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with Morningstar AdviserLogicIntegrate Microsoft Excel with Morningstar AdviserLogic

Microsoft Excel

Microsoft, Spreadsheets

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Quickly automate Morningstar AdviserLogic integrations with Zapier's templates

  • Create AdviserLogic diary events from new calendar events in Microsoft Outlook

    Details
    • Microsoft Outlook logo
    • Morningstar AdviserLogic logo
    Microsoft Outlook + Morningstar AdviserLogic
  • Add new AdviserLogic client contact details to a Mailchimp list

    • Morningstar AdviserLogic logo
    • Mailchimp logo
    Morningstar AdviserLogic + Mailchimp
  • Update AdviserLogic diary events from new and updated events in Google Calendar

    • Google Calendar logo
    • Morningstar AdviserLogic logo
    Google Calendar + Morningstar AdviserLogic
  • Update AdviserLogic diary events from new updated calendar events in Microsoft Outlook

    • Microsoft Outlook logo
    • Morningstar AdviserLogic logo
    Microsoft Outlook + Morningstar AdviserLogic
  • Create clients in AdviserLogic from new Google Sheets rows

    • Google Sheets logo
    • Morningstar AdviserLogic logo
    Google Sheets + Morningstar AdviserLogic
  • Add new AdviserLogic events to Office 365 calendars

    • Morningstar AdviserLogic logo
    • Microsoft Office 365 logo
    Morningstar AdviserLogic + Microsoft Office 365

Create AdviserLogic diary events from new calendar events in Microsoft Outlook

Try it
  • Microsoft Outlook logo
  • Morningstar AdviserLogic logo
Microsoft Outlook + Morningstar AdviserLogic

Add new AdviserLogic client contact details to a Mailchimp list

  • Morningstar AdviserLogic logo
  • Mailchimp logo
Morningstar AdviserLogic + Mailchimp

Update AdviserLogic diary events from new and updated events in Google Calendar

  • Google Calendar logo
  • Morningstar AdviserLogic logo
Google Calendar + Morningstar AdviserLogic

Update AdviserLogic diary events from new updated calendar events in Microsoft Outlook

  • Microsoft Outlook logo
  • Morningstar AdviserLogic logo
Microsoft Outlook + Morningstar AdviserLogic

Create clients in AdviserLogic from new Google Sheets rows

  • Google Sheets logo
  • Morningstar AdviserLogic logo
Google Sheets + Morningstar AdviserLogic

Add new AdviserLogic events to Office 365 calendars

  • Morningstar AdviserLogic logo
  • Microsoft Office 365 logo
Morningstar AdviserLogic + Microsoft Office 365

Supported triggers and actions

What does this mean?
  • Morningstar AdviserLogic triggers, actions, and search

    New Diary Event

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

    Trigger
    Scheduled
    Try It
    • External ID

    • Subject

    • Description

    • StartDate

    • EndDate

    • Attendees

    • Location

    • Invitee Response

    • Invitee Type

    • Event Visibility

    • Event Status

    • Event Organizer

    Action
    Write
    • External IDRequired

    • Entity IDRequired

    • SourceRequired

    • Record ID

    • Parent ID

    • Company Name

    • TFN

    • Acn

    • Abn

    • Notes

    • Corporate Trustee

    • Entity TypeRequired

    • Member ID

    • Trustee Name

    • Trustee

    • Director

    • Share Percentage

    Action
    Write
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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