Morningstar AdviserLogic + Google Contacts
Morningstar AdviserLogic + Google Contacts
Morningstar AdviserLogic + Google Contacts integrations
Add new AdviserLogic client contacts to Google Contacts
Want to make your life a bit easier, use Zapier to do that admin work for you. Once you set up this AdviserLogic-Google Contacts integration, newly created AdviserLogic client contacts are added to Google Contacts automatically, saving you time and effort.
- When this happens...New or Updated ClientTriggers when a client is created or updated.
- automatically do this!Create ContactTriggers when a contact is created or updated.
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More things you can do with Morningstar AdviserLogic and Google Contacts
Discover other triggers and actions you can use with Morningstar AdviserLogic and Google Contacts
- New or Updated Client
Triggers when a client is created or updated.
Try ItTriggerPolling - 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
ActionWrite- First NameRequired
- Last NameRequired
- Date of BirthRequired
- GenderRequired
- External IDRequired
- 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
ActionWrite- New or Updated Contact
Triggers when a contact is created or updated.
Try ItTriggerPolling
- New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItTriggerPolling - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
ActionWrite- External IDRequired
- Entity IDRequired
- SourceRequired
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity TypeRequired
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
ActionWrite- New Group
Triggers when a group is created.
Try ItTriggerPolling
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 Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
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