Morningstar AdviserLogic + Google Contacts
Morningstar AdviserLogic + Google Contacts
Morningstar AdviserLogic + Google Contacts integrations
Add new or updated Google Contacts to AdviserLogic
Rather than spending time importing and exporting contact lists, use this Google Contacts-AdviserLogic integration to automatically add new or updated Google Contacts to Adviserlogic.
- When this happens...New or Updated ContactTriggers when a contact is created or updated.
- automatically do this!Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
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More things you can do with Google Contacts and Morningstar AdviserLogic
Discover other triggers and actions you can use with Google Contacts and Morningstar AdviserLogic
- New or Updated Contact
Triggers when a contact is created or updated.
Try ItTriggerPolling - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Create Contact
Creates a new contact.
ActionWrite - NameRequired
ActionWrite
- New Group
Triggers when a group is created.
Try ItTriggerPolling - ContactRequired
- GroupRequired
ActionWrite- ContactRequired
- Phone Number
- Additional Phone Numbers
ActionWrite- Contact
- PhotoRequired
ActionWrite
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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