Morningstar AdviserLogic + Qwilr

Create new Qwilr projects from new or updated clients in Morningstar AdviserLogic

When a new or updated client is registered in Morningstar AdviserLogic, use this workflow to initiate a project creation in Qwilr. It's perfect for financial advisers looking to streamline their client onboarding process and project management. No manual inputs required, making this process efficient and minimizing errors. Update client information in AdviserLogic and see a corresponding Qwilr project, created seamlessly.

When this happens...
New or Updated Client
Triggers when a client is created or updated.
TriggerPolling
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
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- External 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
Action
Write
- First NameRequired
- Last NameRequired
- Date of BirthRequired
- GenderRequired
- External IDRequired
- Client ID
- Full Name
- Occupation
- Client Start Date
- Job Title
- Notes
- Phone (Home)
- Phone (Mobile)
- Phone (Work)
- Fax
- Email (Home)
- Email (Work)
- Address (Line 1)
- Address (Line 2)
- Address (Suburb)
- Address (PostCode)
- Address (Country)
- Address (State)
- Facebook
- Skype
- LinkedIn
- Twitter
- Source
Action
Write
Project Accepted
Triggers when a project is accepted.
Trigger
Instant
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Project First Viewed
Triggers when a project is first viewed.
Trigger
Instant
Try It

Create Project
Creates a new project.
Action
Write

New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
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- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External IDRequired
- Entity IDRequired
- SourceRequired
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity TypeRequired
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write
New Project
Triggers when a project is first created.
Trigger
Instant
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Project Published
Triggers when a project is published.
Trigger
Instant
Try It

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.