Morningstar AdviserLogic + Mailchimp

Morningstar AdviserLogic + Mailchimp integrations

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 ClientTriggers when a client is created or updated.
TriggerPolling
automatically do this!
Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

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More things you can do with Morningstar AdviserLogic and Mailchimp

Discover other triggers and actions you can use with Morningstar AdviserLogic and Mailchimp

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
- Audience
- Status
Trigger
Polling
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Polling
Try It

- Store
  Required
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It

- Audience
  Required
- Segment or Tag
  Required
Trigger
Polling
Try It
- Audience
  Required
- Email Address
  Required
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag name
  Required
Action
Write
- Name
  Required
- Company
  Required
- Address1
  Required
- Address2
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
  Required
- Email Address
  Required
- Deletion_info
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Note
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Store
  Required
- Email Address
  Required
Action
Search
- Search
  Required
- Audience
Action
Search
- Audience
  Required
- Tag name
  Required
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 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
- 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
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Audience
  Required
Trigger
Instant
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Custom Event Name
  Required
- Properties
Action
Write
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- Audience
  Required
- Email Address
  Required
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Name
  Required
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search
- Name
  Required
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Search
  Required
- Audience
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- 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 moreLearn moreHelpHelp

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About Mailchimp

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

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