Morningstar AdviserLogic + VideoAsk
Create or update Morningstar AdviserLogic clients from new VideoAsk responses
Efficiently manage your client information in Morningstar AdviserLogic using this seamless workflow. When a VideoAsk receives a new response from a respondent, this automation promptly creates or updates a client within the Morningstar AdviserLogic app. Save time and ensure all responses are accurately organized within your client database for an enhanced experience.
Efficiently manage your client information in Morningstar AdviserLogic using this seamless workflow. When a VideoAsk receives a new response from a respondent, this automation promptly creates or updates a client within the Morningstar AdviserLogic app. Save time and ensure all responses are accurately organized within your client database for an enhanced experience.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- 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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Organization
VideoaskRequired
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VideoaskRequired
Try ItOrganization IdRequired
Name
EmailRequired
Phone Number
New or Updated Client
Triggers when a client is created or updated.
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Organization
VideoaskRequired
Try ItVideoaskRequired
Name
EmailRequired
Phone Number
Product Name
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
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