Morningstar AdviserLogic + Mailchimp

Add new AdviserLogic client contact details to a Mailchimp list

Do you use Mailchimp for your email marketing and want to import AdviserClients into it? After you set this integration up, Zapier will automatically add newly created AdviserLogic client's contact details to your Mailchimp list. Never worry about manual entry again!

When this happens...
New or Updated Client
Triggers when a client is created or updated.
TriggerPolling
automatically do this!
Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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 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
Action
Write
- Audience
- Status
Trigger
Polling
Try It
- Audience
- LinkRequired
- Track all links clicks
Trigger
Polling
Try It

- StoreRequired
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It

- AudienceRequired
- Segment or TagRequired
Trigger
Polling
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- NameRequired
- CompanyRequired
- Address 1Required
- Address 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission ReminderRequired
- Email Type OptionRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- LanguageRequired
- Notify On Subscribe
- Notify On Unsubscribe
- Double Optin
- Marketing Permissions
- Use Archive Bar
Action
Write
- AudienceRequired
- Email AddressRequired
- Deletion Info
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
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 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
Action
Write
- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- Email AddressRequired
- Delete Contact
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or 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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.

Learn more

Related categories

Marketing Automation

Morningstar AdviserLogic + Mailchimp

Add new AdviserLogic client contact details to a Mailchimp list

New or Updated Client

Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...

Create or Update Client

New Campaign

Link Clicked

New Customer

New Order

New Subscriber in Segment or Tag

Archive Subscriber

Campaign Report

Create Tag

Create Audience

Permanently Delete Member

Remove Subscriber from Tag

Add Note to Subscriber

API Request (Beta)

Find Customer

Find a Subscriber

Find or Create Tag

New Diary Event

Add/Update AdviserLogic Diary Event From Microsoft Google Cal...

Create or Update Entity

Email Opened

New Audience

New Subscriber

New Unsubscriber

New or Updated Subscriber

Create Campaign

Click Report

Create Custom Event

Add/Update Subscriber

Unsubscribe or Delete Contact

Send Campaign

Add Subscriber to Tag

Find a Campaign

Find Tag

Find or Create Campaign

Find or Create Subscriber

About Morningstar AdviserLogic

Related categories

Similar apps

Zapier Interfaces

About Mailchimp

Related categories

Similar apps

AWeber

Campaign Monitor

Emma