Skip to content
Morningstar AdviserLogic logoMorningstar AdviserLogic logo
Google Sheets logoGoogle Sheets logo
Morningstar AdviserLogic logoMorningstar AdviserLogic logo
Google Sheets logoGoogle Sheets logo

Morningstar AdviserLogic + Google Sheets

Morningstar AdviserLogic + Google Sheets

Morningstar AdviserLogic + Google Sheets integrations

Add new AdviserLogic Entity details to Google Sheets

Want to make your life a bit easier? Use Zapier to do the admin work of copying entities for you. Once you set up this AdviserLogic-Google Sheets integration, whenever you add a new entity, it'll automatically be added in Google Sheets.

  1. When this happens...
    New or Updated Client
    New or Updated Client
    New or Updated ClientTriggers when a client is created or updated.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Morningstar AdviserLogic and Google Sheets

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

  • Morningstar AdviserLogic triggers, actions, and 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
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
  • Morningstar AdviserLogic triggers, actions, and search
    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
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
adviserlogic logo
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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
google-sheets logo
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
Similar apps
Zoho Creator integrationsZoho Creator integrations
Zoho Creator
App Builder, Zoho
Smartsheet integrationsSmartsheet integrations
Smartsheet
Spreadsheets
Quip integrationsQuip integrations
Quip
Documents

Related Zap Templates