Integrate Morningstar AdviserLogic with Facebook Lead Ads (for Business admins) to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Zapier makes it easy to integrate Morningstar AdviserLogic with Facebook Lead Ads (for Business admins) - no code necessary. See how you can get setup in minutes.
Select a trigger from Morningstar AdviserLogic
A trigger is an event that starts your Zap and runs the workflow. For example, with Morningstar AdviserLogic, a trigger could be "New or Updated Client."
Setup an action from Facebook Lead Ads (for Business admins)
An action is what takes place after the automation is triggered. For example, with Facebook Lead Ads (for Business admins), the action could be "Create Lead Ad."
That’s it! You just connected Morningstar AdviserLogic to Facebook Lead Ads (for Business admins)
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Connect Morningstar AdviserLogic and Facebook Lead Ads (for Business admins) to integrate crucial parts of your business
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Connect Morningstar AdviserLogic and Facebook Lead Ads (for Business admins) to unlock the power of automation
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New or Updated Client
Triggers when a client is created or updated.
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
- First NameRequired
- Last NameRequired
- Date of BirthRequired
- GenderRequired
- External ID
- 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
- AddRequired
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- New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Try It - External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
- 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
- Form
- FBLA_copy
Try It
Learn how to automate Morningstar AdviserLogic on the Zapier blog
Learn how to automate Facebook Lead Ads (for Business admins) on the Zapier blog
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