created by Lanie Worsley
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
- 1 minute to set up
- Get back 1.2 hrs /week
- Be the first to try this zap
This Zap uses the following 2 apps
Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.