Create integrations between RightSignature and Morningstar AdviserLogic to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 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.
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItNew or Updated Client
Triggers when a client is created or updated.
Try ItExternal 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
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Visibility
Event Status
Event Organizer