17hats + Morningstar AdviserLogic
Create or update Morningstar AdviserLogic clients from new 17hats contacts
Effortlessly manage your contacts in both 17hats and Morningstar AdviserLogic with this seamless automation. Once set up, every time you add a new contact in 17hats, the workflow will create or update a client in Morningstar AdviserLogic, ensuring your client information is up-to-date in both platforms. Save time and enhance your efficiency by connecting these two powerful tools.
Effortlessly manage your contacts in both 17hats and Morningstar AdviserLogic with this seamless automation. Once set up, every time you add a new contact in 17hats, the workflow will create or update a client in Morningstar AdviserLogic, ensuring your client information is up-to-date in both platforms. Save time and enhance your efficiency by connecting these two powerful tools.
- When this happens...New Contact
Triggers when a new contact is created.
- 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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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New or Updated Client
Triggers when a client is created or updated.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
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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