Morningstar AdviserLogic + Microsoft Outlook + Microsoft Office 365 Integrations

How to connect Morningstar AdviserLogic + Microsoft Outlook + Microsoft Office 365

Zapier lets you send info between Morningstar AdviserLogic and Microsoft Outlook and Microsoft Office 365 automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Morningstar AdviserLogic + Microsoft Outlook + Microsoft Office 365

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Morningstar AdviserLogic, Microsoft Outlook, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • 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 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

    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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How Morningstar AdviserLogic + Microsoft Outlook + Microsoft Office 365 Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic, Microsoft Outlook, and Microsoft Office 365.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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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.
Learn more

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  • CRM (Customer Relationship Management)

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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

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  • Calendar
  • Email
  • Microsoft

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About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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