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.
Triggers at a specified time before an event in your calendar starts.
Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
Popular Microsoft Office 365 + Morningstar AdviserLogic workflows
Add new AdviserLogic events to Office 365 calendars
Add new AdviserLogic events to Office 365 calendars
Calendar Event StartTriggers at a specified time before an event in your calendar starts.Trigger- New Calendar EventTriggers when a new event is created in your calendar.Trigger
- New ContactTriggers when a new contact is added to your accountTrigger
- New EmailTriggers when a new e-mail is received in your inbox.Trigger
- Updated Calendar EventTriggers when an event is updated.Trigger
- Create EventCreate an event in the calendar of your choice.Action
- Create ContactCreates a new contact.Action
- Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.Action
- Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
- Microsoft Office 365
Updates a contact.
Scheduled
Action
- Microsoft Office 365
Search for a contact.
Scheduled
Action
- Microsoft Office 365
this is the description.
Scheduled
Action
- Morningstar AdviserLogic
Triggers when a client is created or updated.
Scheduled
Trigger
- Morningstar AdviserLogic
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Scheduled
Trigger
- Morningstar AdviserLogic
Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
Scheduled
Action
- Morningstar AdviserLogic
Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
Scheduled
Action
- Morningstar AdviserLogic
Creates a new client, or updates to existing by Client ID or External ID.
Scheduled
Action
- Morningstar AdviserLogic
Updates the existing entity, otherwise creates a new entity.
Scheduled
Action
How Microsoft Office 365 + Morningstar AdviserLogic Integrations Work
- Step 1: Authenticate Microsoft Office 365 + 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
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