Integrate Cardtapp with Morningstar AdviserLogic to automate your work
How Zapier works
Zapier makes it easy to integrate Cardtapp with Morningstar AdviserLogic - no code necessary. See how you can get setup in minutes.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Cardtapp and Morningstar AdviserLogic to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Tapper Created
Triggers when a new Tapper is created.
Try It - NameRequired
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
- New or Updated Client
Triggers when a client is created or updated.
Try It - 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
- Tapper Updated
Triggers when a new Tapper is updated.
Try It - Tapper External IDRequired
- New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try It - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer