Morningstar AdviserLogic SMS Integration
Yes — Mobile Message integrates with Morningstar AdviserLogic. Send and receive SMS from the tools you already use.
✓ 50 FREE SMS credits included when you sign up
About the Morningstar AdviserLogic integration
A diary event can trigger Send SMS with the appointment time, adviser details or meeting instructions. This is useful for client reminders and short notices before scheduled conversations. A newly created or updated client can instead trigger Create Contact, giving the Mobile Message account a contact record that staff can use for later messaging. AdviserLogic only triggers New Diary Event for events in the next two months, so the workflow should be planned around that limit.
The connection is handled by Zapier, with each selected AdviserLogic event starting one Mobile Message action. It does not create a native two-way integration or keep both systems synchronised. It simply turns selected adviser workflows into visible, timely customer communication.
A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.
What you can automate
Connect Morningstar AdviserLogic and Mobile Message through Zapier and these run on their own, with no code and no developer.
1.6¢ per SMS on Your First Purchase
Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.
100% Direct-to-Carrier Delivery
Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.
FREE Dedicated Number
Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Morningstar AdviserLogic supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 2
- New Diary Event — Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
- New or Updated Client — Triggers when a client is created or updated.
Actions 4
- Add/Update AdviserLogic Diary Event From Microsoft Google Cal... — Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.
- Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca... — Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.
- Create or Update Client — Creates a new client, or updates to existing by Client ID or External ID.
- Create or Update Entity — Updates the existing entity, otherwise creates a new entity.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Morningstar AdviserLogic + SMS: common questions
Can Morningstar AdviserLogic send SMS reminders for diary events?
Yes. New Diary Event can trigger Mobile Message Send SMS. You can map the client’s mobile number and event information into a plain text reminder. The AdviserLogic trigger only covers events in the next two months.
Can a new AdviserLogic client become a Mobile Message contact?
Yes. New or Updated Client can trigger Create Contact in Mobile Message. This is useful when you want a client record available for later SMS activity after a client is created or changed.
What do I need to connect AdviserLogic with Mobile Message?
Set up the workflow in Zapier without code. You will need access to Morningstar AdviserLogic, Mobile Message and Zapier. Select an AdviserLogic trigger, connect the accounts, map the client or event fields and test the chosen action.
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