Morningstar AdviserLogic and Salesflare

CRM (Customer Relationship Management)

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.