Morningstar AdviserLogic + Interact
Create or update Morningstar AdviserLogic clients from new Interact leads
Effortlessly manage new leads from Interact by creating or updating clients in Morningstar AdviserLogic with this seamless workflow. As soon as a new lead is generated in Interact, this process ensures their information is captured and updated in AdviserLogic, saving you time and ensuring accurate client data across both platforms. Enhance your lead management and client onboarding experience with this convenient automation.
Effortlessly manage new leads from Interact by creating or updating clients in Morningstar AdviserLogic with this seamless workflow. As soon as a new lead is generated in Interact, this process ensures their information is captured and updated in AdviserLogic, saving you time and ensuring accurate client data across both platforms. Enhance your lead management and client onboarding experience with this convenient automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- 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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QuizRequired
Try ItNew Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Visibility
Event Status
Event Organizer
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
New or Updated Client
Triggers when a client is created or updated.
Try ItExternal 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
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
