Morningstar AdviserLogic + Google Calendar

Create and update Morningstar AdviserLogic diary events from new Google Calendar events

When a new event comes up in your Google Calendar, this workflow keeps your Morningstar AdviserLogic Diary up-to-date by adding or updating the event details. This streamlines your scheduling process, saving you the time and hassle of manual data entry. Ensure consistent and efficient management of your appointments with this seamless integration.

When a new event comes up in your Google Calendar, this workflow keeps your Morningstar AdviserLogic Diary up-to-date by adding or updating the event details. This streamlines your scheduling process, saving you the time and hassle of manual data entry. Ensure consistent and efficient management of your appointments with this seamless integration.

  1. When this happens...
    Google CalendarGoogle Calendar
    New Event

    Triggers when an event is created.

    TriggerInstant
  2. automatically do this!
    Morningstar AdviserLogicMorningstar AdviserLogic
    Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...

    Triggers when a new event is added in dairy.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • CalendarRequired

    Trigger
    Polling
    Try It
    • CalendarRequired

    • Time Before

    • Time Before (Unit)

    • Search Term

    Trigger
    Polling
    Try It
    • CalendarRequired

    Trigger
    Instant
    Try It
    • CalendarRequired

    • EventRequired

    • Attendee/sRequired

    Action
    Write
adviserlogic logo
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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
google-calendar logo
google-calendar logo

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.
Learn more

Related categories

  • Calendar
  • Google

Similar apps

Appointlet integrationsAppointlet integrations

Appointlet

Scheduling & Booking
Acuity Scheduling integrationsAcuity Scheduling integrations

Acuity Scheduling

Scheduling & Booking
Microsoft Office 365 integrationsMicrosoft Office 365 integrations

Microsoft Office 365

Email, Microsoft