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Connect SimpleKPI to Morningstar AdviserLogic and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from SimpleKPI

A trigger is an event that starts your Zap and runs the workflow."
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.

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Choose a Trigger
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Start here
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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.

    • User's email
      Required
    • KPI Unique ID
      Required
    • Entry Date
      Required
    • Actual Value
    • Target Value
    • Notes
    • Update Actual Value
    • Update Target Value
    • Update Notes
    Action
    Write
  • 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
    • User's email
      Required
    • KPI Unique ID
      Required
    • Entry Date
      Required
    • Actual Value
    Action
    Write
  • 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
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About SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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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.
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