AdviserLogic Integrations

Do more with AdviserLogic

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Connect to 2,000+ Apps

Microsoft Office 365

Email +1Email, Microsoft

9 Integrations

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium

57 Integrations

Google Sheets

Google +1Google, Spreadsheets

24 Integrations

Connect AdviserLogic to 2,000+ 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 2,000+ Apps

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