AdviserLogic

AdviserLogic Integrations

Do more with AdviserLogic

Zapier allows you to instantly connect AdviserLogic with 1,500+ apps to automate your work and find productivity super powers.

Connect to 1,500+ Apps

Microsoft Office 365

Email
 +2, Microsoft, Top 100

9 Integrations

Salesforce

Customer Relationship Management (CRM)
 +1, Top 100

57 Integrations

Google Sheets

Google
 +2, Spreadsheets, Top 100

21 Integrations

Google Calendar

Calendar
 +2, Google, Top 100

18 Integrations

Google Contacts

Contacts
 +2, Google, Top 100

15 Integrations

Xero

Accounting
 +1, Top 100

18 Integrations

Evernote

Notes
 +1, Top 100

15 Integrations

Mercury Connect

Customer Relationship Management (CRM)

15 Integrations

ActiveCampaign

Drip Emails
 +2, Marketing Automation, Top 100

30 Integrations

Connect AdviserLogic to 1,500+ Apps

Add notes to Evernote for new AdviserLogic diary events

AdviserLogic + Evernote

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Create new Trello cards from new AdviserLogic diary events

AdviserLogic + Trello

Add new AdviserLogic events to Office 365 calendar

AdviserLogic + Microsoft Office 365

Create Trello cards for new AdviserLogic clients

AdviserLogic + Trello

Add new Adviserlogic client contact details to Office 365

AdviserLogic + Microsoft Office 365

AdviserLogic Integration Details

Launched on Zapier:

The following AdviserLogic Triggers, Searches, and Actions are supported by Zapier:

Triggers

New or Updated Client

Triggers when a client is created or updated.

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 Entity

Triggers when a company/trust is created or updated.

Actions

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.

Connect AdviserLogic to 1,500+ Apps

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