Morningstar AdviserLogic + Trello

Create Trello cards for new AdviserLogic clients

Each new contact you add is the beginning of a relationship. Start nurturing it immediately by getting a little tracking help from this AdviserLogic-Trello integration. It will trigger whenever you add a new client in AdviserLogic, automatically creating a corresponding Trello card with the details for each one.

When this happens...
New or Updated Client
Triggers when a client is created or updated.
TriggerPolling
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
Try It
- 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
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Polling
Try It

- ActivityRequired
- Board
- List
- Card
Trigger
Instant
Try It
- Info
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It

- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- Board IDRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- Trello Query StringRequired
- Organization
- Cards Limit
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or 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
Try It
- 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
- Board
- List
- Filter
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Polling
Try It
- Board
- List
- Card
Trigger
Instant
Try It
- Board
- Card
Trigger
Instant
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- BoardRequired
- MemberRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Labels
- Custom Labels
- Card Position
- Member
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- BoardRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write

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.

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