Morningstar AdviserLogic + BrokerEngine
Update Morningstar AdviserLogic clients whenever BrokerEngine contacts are updated
Keep your client data in Morningstar AdviserLogic up-to-date effortlessly with this workflow. Whenever a contact is updated in BrokerEngine, this automation ensuring the client information is immediately reflected in AdviserLogic. Save time, reduce manual data entry, and maintain consistency across both platforms.
Keep your client data in Morningstar AdviserLogic up-to-date effortlessly with this workflow. Whenever a contact is updated in BrokerEngine, this automation ensuring the client information is immediately reflected in AdviserLogic. Save time, reduce manual data entry, and maintain consistency across both platforms.
- When this happens...Contact Updated
Triggers when a contact is updated.
- 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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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
Try It
