Morningstar AdviserLogic and Salesflare
How to connect Morningstar AdviserLogic
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new or Updated Client in Morningstar AdviserLogic, find or create account, then find or create contact, then add contact to account in Salesflare.
About 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.
Morningstar AdviserLogic operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Diary Event — Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
- New or Updated Client — Triggers when a client is created or updated.
Actions (4)
Things Salesflare can make it do
- Add/Update AdviserLogic Diary Event From Microsoft Google Cal... — Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
- Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca... — Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
- Create or Update Client — Creates a new client, or updates to existing by Client ID or External ID.
- Create or Update Entity — Updates the existing entity, otherwise creates a new entity.
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