Morningstar AdviserLogic + Google Contacts
Add new AdviserLogic clients to Google Contacts
Rather than dealing with importing clients and contacts manually, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client or update an existing client in AdviserLogic, Zapier will add the contact to Google Contacts so you'll have a backup and can contact them easily.
Rather than dealing with importing clients and contacts manually, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client or update an existing client in AdviserLogic, Zapier will add the contact to Google Contacts so you'll have a backup and can contact them easily.
- When this happens...New or Updated Client
Triggers when a client is created or updated.
- automatically do this!Create Contact
Triggers when a contact is created or updated.
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New or Updated Client
Triggers when a client is created or updated.
Try ItExternal 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
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
New or Updated Contact
Triggers when a contact is created or updated.
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New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItExternal ID
Subject
Description
StartDate
EndDate
Attendees
Location
Invitee Response
Invitee Type
Event Visibility
Event Status
Event Organizer
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
New Group
Triggers when a group is created.
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