Morningstar AdviserLogic + Google Calendar

Morningstar AdviserLogic + Google Calendar integrations

"start new Google Calendar events and update adviserlogic diary events in Morningstar AdviserLogic"

Start your event in Google Calendar and let this workflow streamline your schedule management process. It will take those details and add or update the equivalent entry in your Morningstar AdviserLogic diary. This smooth process helps you stay organized and saves time by effectively managing your professional appointments. A perfect solution for financial advisors looking to optimize their scheduling tasks across multiple platforms.

When this happens...
Event StartTriggers when a specified amount of time before an event starts.
TriggerPolling
automatically do this!
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.
ActionWrite

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More things you can do with Google Calendar and Morningstar AdviserLogic

Discover other triggers and actions you can use with Google Calendar and Morningstar AdviserLogic

New Calendar
Triggers when a calendar is created.
Trigger
Polling
Try It
- Calendar
  Required
- Search_term
Trigger
Polling
Try It
- Calendar
  Required
- Expand Recurring Events
Trigger
Instant
Try It
- Calendar
  Required
- Search_term
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
Action
Write

- Calendar
  Required
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & Time
  Required
- End Date & Time
  Required
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Write
- Source Calendar
  Required
- Event
  Required
- Destination Calendar
  Required
- Send Notifications
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Calendar
  Required
- Expand Recurring Events
- Search_term
- Attendee email
- Start Time Before
- End Time After
- Event Type
Action
Search
- Show Hidden Calendars
- Show Deleted Calendars
- Minimum Access Role
Action
Search
- Calendar
  Required
- Expand Recurring Events
- Search_term
- Attendee email
- Start Time Before
- End Time After
- Event Type
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & Time
  Required
- End Date & Time
  Required
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Search or write
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write

- Calendar
  Required
Trigger
Polling
Try It
- Calendar
  Required
- Time Before
- Time Before (Unit)
- Search_term
Trigger
Polling
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Event
  Required
- Attendee/s
  Required
Action
Write
- Calendar
  Required
- Event
  Required
- Notify Attendees?
Action
Write
- Calendar
  Required
- Describe Event
  Required
- Attendees
Action
Write
- Calendar
  Required
- Event
  Required
- Summary
- Description
- Location
- Start Date & Time
- End Date & Time
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
Action
Write
- Calendar
  Required
- Event ID
  Required
Action
Search
- Calendar
- Start Time
- End Time
Action
Search
- Calendar
  Required
Action
Search
New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
Try It
- External 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- External ID
  Required
- 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
Action
Write

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.

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About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Learn moreLearn moreHelpHelp

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