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Microsoft Office 365 + Morningstar AdviserLogic Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Microsoft Office 365 and Morningstar AdviserLogic.


Get started with workflows like: Add new AdviserLogic events to Office 365 calendar. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Microsoft Office 365 + Morningstar AdviserLogic in Minutes

It's easy to connect Microsoft Office 365 + Morningstar AdviserLogic and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Calendar

Triggers when you add a new calendar.

New Email

Triggers when you get a new email.

New Folder

Triggers when a new folder is added to Outlook.

New or Updated Client

Triggers when a client is created or updated.

New Contact

Triggers when a new contact is added.

New Event

Triggers when an event is added to a calendar of your choice.

Updated Event

Triggers when an event is updated.

New Diary Event

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

How Microsoft Office 365 + Morningstar AdviserLogic Integrations Work

  1. Step 1: Authenticate Microsoft Office 365 + Morningstar AdviserLogic.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Microsoft Office 365 + Morningstar AdviserLogic