Connect Alkymi to Morningstar AdviserLogic and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

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Select a trigger from Alkymi

A trigger is an event that starts your Zap and runs the workflow. For example, with Alkymi, a trigger could be "When an Alkymi Event Triggers (Return Document Information)."

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

Setup an action from Morningstar AdviserLogic

An action is what takes place after the automation is triggered. For example, with Morningstar AdviserLogic, the action could be "Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...."

An action is the event that your automated workflow performs when triggered.

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

Connect Alkymi and Morningstar AdviserLogic 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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Choose a Trigger

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.

- Trigger Display Name
- Event Types
  Required
Trigger
Instant
Try It
- Dataset
  Required
- File
  Required
- File Name
  Required
- Patterns
Action
Write
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
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

- Trigger Display Name
- Event Types
  Required
Trigger
Instant
Try It
- API URL
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
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

About Alkymi

Alkymi is an intelligent data extraction and process automation application for the financial services industry.

Help

Related categories

Documents

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 Help

Related categories

CRM (Customer Relationship Management)

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