Microsoft Office 365 + Morningstar AdviserLogic Integrations
How to connect Microsoft Office 365 + Morningstar AdviserLogic
Zapier lets you send info between Microsoft Office 365 and Morningstar AdviserLogic automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Calendar
If empty, will default to your default calendar.
Time BeforeRequired
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)Required
Try ItContact Folder
To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Try ItCalendar
If empty, will default to your default calendar.
Try ItContact Folder
If empty, a contact will be created in the default Contacts folder.
First NameRequired
Last Name
Email Addresses
Microsoft allows a maximum of
THREEemail addresses when creating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when creating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when creating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Optionally, specify a name to file the contact under.
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Calendar
If empty, will default to your default calendar.
Try ItShared Inbox
Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Try ItCalendar
If empty, will default to your default calendar.
SubjectRequired
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
All Day Event?
If "true", we'll ignore the time entered in the start and end time fields. For example,
2019-03-25 6pmwould become2019-03-25.Description
Allows HTML
Show me as Free or Busy
Attendees
Enter the email addresses of your attendees.
Categories
A comma-seperated list of categories - for example:
conference,businessLocation
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
How Microsoft Office 365 + Morningstar AdviserLogic Integrations Work
- Step 1: Authenticate Microsoft Office 365 and Morningstar AdviserLogic.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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