Morningstar AdviserLogic + Microsoft Outlook integrations
Create new Microsoft Outlook events from new Morningstar AdviserLogic diary events
Keep your calendar up-to-date with this smart workflow. It instantly creates new events in your Microsoft Outlook as soon as they are added to your Morningstar AdviserLogic diary. Stay organized, be timely and improve productivity with this seamless connection between Morningstar AdviserLogic and Microsoft Outlook.
- When this happens...New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.
- automatically do this!Create EventCreate an event in the calendar of your choice.
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More things you can do with Morningstar AdviserLogic and Microsoft Outlook
Discover other triggers and actions you can use with Morningstar AdviserLogic and Microsoft Outlook
- New or Updated Client
Triggers when a client is created or updated.
Try ItTriggerPolling - 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
ActionWrite- 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
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
- New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try ItTriggerPolling - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
ActionWrite- 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
ActionWrite- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant
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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