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Morningstar AdviserLogic + Microsoft Outlook

Morningstar AdviserLogic + Microsoft Outlook

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.

  1. When this happens...
    New Diary Event
    New Diary Event
    New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.
  2. automatically do this!
    Create Event
    Create Event
    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

  • 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
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      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
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
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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.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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