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Connect ScoreApp to Morningstar AdviserLogic and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from ScoreApp

A trigger is an event that starts your Zap and runs the workflow. For example, with ScoreApp, a trigger could be "Lead Details Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from Morningstar AdviserLogic

An action is what takes place after the automation is triggered. For example, with Morningstar AdviserLogic, the action could be "Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ScoreApp to Morningstar AdviserLogic

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Triggers and actions are the main components of every automated workflow.

Connect ScoreApp and Morningstar AdviserLogic to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect ScoreApp 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.

Choose a Trigger
Start here
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Start here
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Choose an Action

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.

    • Scorecard
      Required
    Trigger
    Instant
    Try It
    • Scorecard
      Required
    Trigger
    Instant
    Try It
  • Morningstar AdviserLogic triggers, actions, and search
    New Diary Event

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

    Trigger
    Scheduled
    Try It
    • External ID
    • Subject
    • Description
    • StartDate
    • EndDate
    • Attendees
    • Location
    • Invitee Response
    • Invitee Type
    • Event Visibility
    • Event Status
    • Event Organizer
    Action
    Write

Learn how to automate ScoreApp on the Zapier blog.

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scoreapp logo
About ScoreApp
ScoreApp is a quiz builder and lead generation tool for small businesses.
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Related categories
  • Marketing
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adviserlogic logo
About Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Learn moreHelp
Related categories
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