Add notes to Evernote for new AdviserLogic diary events
AdviserLogic + Evernote
AdviserLogic Integrations
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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.
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