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Connect Morningstar AdviserLogic and Google Contacts to unlock the power of automation

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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."
A trigger is the event that kicks off your automated workflow.

Setup an action from Google Contacts

An action is what takes place after the automation is triggered. For example, with Google Contacts, the action could be "Add Contact to Groups."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Morningstar AdviserLogic to Google Contacts

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Triggers and actions are the main components of every automated workflow.

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Connect Morningstar AdviserLogic and Google Contacts 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.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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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.

  • Morningstar AdviserLogic triggers, actions, and search
    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Scheduled
    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
    • 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
  • Google Contacts triggers, actions, and search
    New or Updated Contact

    Triggers when a contact is created or updated.

    Trigger
    Scheduled
    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
    Scheduled
    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
  • Google Contacts triggers, actions, and search
    New Group

    Triggers when a group is created.

    Trigger
    Scheduled
    Try It

Learn how to automate Morningstar AdviserLogic on the Zapier blog

Learn how to automate Google Contacts on the Zapier blog

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adviserlogic logo
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 more
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    google-contacts logo
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    About Google Contacts
    Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
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