Morningstar AdviserLogic + Google Sheets
Create clients in AdviserLogic from new Google Sheets rows
Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.
Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
