Morningstar AdviserLogic + Calendly
Create or update Morningstar AdviserLogic clients when new Calendly invitees are created
When a new invitee is added in Calendly, this workflow ensures that the client information is created or updated in Morningstar AdviserLogic. This streamlines your process by directly linking your scheduling and data management tools, saving you valuable time and keeping your client data consistently up-to-date. It offers a hassle-free solution to efficiently manage your client interactions.
When a new invitee is added in Calendly, this workflow ensures that the client information is created or updated in Morningstar AdviserLogic. This streamlines your process by directly linking your scheduling and data management tools, saving you valuable time and keeping your client data consistently up-to-date. It offers a hassle-free solution to efficiently manage your client interactions.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
- Free forever for core features
- 14 day trial for premium features & apps
