Morningstar AdviserLogic + BrokerEngine
Create or update Morningstar AdviserLogic clients from new BrokerEngine contacts
Streamline your client management process with this workflow. As soon as a new contact is created in BrokerEngine, it simultaneously updates or creates a new client profile in Morningstar AdviserLogic, ensuring your data stays consistent across platforms. This automation not only cuts down manual data entry but also maintains accuracy in your database, allowing you to focus on other critical tasks.
Streamline your client management process with this workflow. As soon as a new contact is created in BrokerEngine, it simultaneously updates or creates a new client profile in Morningstar AdviserLogic, ensuring your data stays consistent across platforms. This automation not only cuts down manual data entry but also maintains accuracy in your database, allowing you to focus on other critical tasks.
- When this happens...New Contact Created
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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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
