AdviserLogic Integrations

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Evernote integration. Once you activate it, we'll create a note on Evernote for every new event created in AdviserLogic Diary so you've always got a place to take down those thoughts.

How this AdviserLogic-Evernote integration works

1. A new event is created in Adviserlogic
2. Zapier automatically creates a note on Evernote

What You Need

• Adviserlogic Account
• Evernote Account

Do you use AdviserLogic to schedule events and wish you could turn them into Trello cards? Zapier will automatically create a new card for every new AdviserLogic diary event you create. Never worry about busy work again!

How this AdviserLogic-Trello Integration Works

1. A new AdviserLogic diary event is created
2. Zapier adds that event as a new card in Trello

What You Need

• AdviserLogic account
• Trello account

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Office 365 integration. Once you activate it, it'll automatically create an event in your Office 365 calendar for every new event created on AdviserLogic so you've always got a place to take down those thoughts—and you'll make sure your events show up on your phone's calendar, too.

How it Works

1. A new event is created in Adviserlogic
2. Zapier automatically creates an event in Office 365

What You Need

• Adviserlogic Account
• Office 365 Account

Each new contact you add is the beginning of a relationship. Start nurturing it immediately by getting a little tracking help from this AdviserLogic-Trello integration. It will trigger whenever you add a new client in AdviserLogic, automatically creating a corresponding Trello card with the details for each one.

How this AdviserLogic-Trello integration works

1. A new client is created on AdviserLogic
2. Zapier automation adds a new card on Trello

What you need

• AdviserLogic Account
• Trello Account

Want to make your life a bit easier? Use Zapier to do the admin work of copying contacts for you. Once you set up this AdviserLogic-Office 365 integration, whenever you add a new client, it'll automatically be added as a contact in Office 365 as well to make sure you can get in touch with new contacts from anywhere.

How this AdviserLogic-Office 365 integration Works

1. A new client contact is added to AdviserLogic
2. Zapier automatically creates a contact in Office 365

What You Need

• AdviserLogic Account
• Office 365 Account