Connect Morningstar AdviserLogic and Formatter by Zapier to unlock the power of automation
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Zapier makes it easy to integrate Morningstar AdviserLogic with Formatter by Zapier - 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 Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
That’s it! You just connected Morningstar AdviserLogic to Formatter by Zapier
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Connect Morningstar AdviserLogic and Formatter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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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
- TransformRequired
- 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
- TransformRequired
Learn how to automate Morningstar AdviserLogic on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
Related categories
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.