AdviserLogic Integrations

  • Add notes to Evernote for new AdviserLogic diary events

    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
  • Create new Trello cards from new AdviserLogic diary events

    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
  • Add new AdviserLogic events to Office 365 calendar

    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
  • Create Trello cards for new AdviserLogic clients

    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
  • Add new Adviserlogic client contact details to Office 365

    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
  • Add new Adviserlogic events to Google Calendar

    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-Google Calendar integration. Once you activate it, Zapier will create a Google Calendar event for every new event created on Adviserlogic so you'll never forget an upcoming meeting or event.

    How it Works

    1. A new event is created on Adviserlogic
    2. Zapier automatically creates an event in Google Calendar

    What You Need

    • Adviserlogic Account
    • Google Account
  • Update AdviserLogic client contacts from updated Google Contacts

    Need an easy way to get your Google Contacts updates into AdviserLogic? Instead of copying the new contact details and updating them manually in two apps, this Google Contacts-AdviserLogic integration makes it easy to automatically update contacts everywhere. Just set up this Zapier integration, and whenever you update a contact in Google Contacts, Zapier will update that contact in AdviserLogic.

    Note: This integration will move any updated contacts from Google Contacts once you turn it on. Old contacts are not supported.

    How It Works

    1. Update a contact in Google Contacts
    2. Zapier updates that contact in AdviserLogic

    What You Need

    • AdviserLogic Account
    • Google Account
  • Add new AdviserLogic client contact details to a MailChimp list

    Do you use MailChimp for your email marketing and want to import AdviserClients into it? After you set this integration up, Zapier will automatically add newly created AdviserLogic client's contact details to your MailChimp list. Never worry about manual entry again!

    How this AdviserLogic-MailChimp integration works

    1. Add new client to AdviserLogic
    2. Zapier automatically adds them to MailChimp

    What You Need

    • AdviserLogic account
    • A MailChimp account with at least one list
  • Add new AdviserLogic clients to Pipedrive

    Set up this AdviserLogic-Pipedrive integration and we'll handle that connection for you. Whenever you add a new AdviserLogic client, a matching person will be created on Pipedrive, saving you the hassle of ever exporting them again.

    How this AdviserLogic-Pipedrive integration Works

    1. A new client is added to AdviserLogic
    2. Zapier automation creates a new person on Pipedrive

    What You Need

    • AdviserLogic account
    • Pipedrive account
  • Create clients in AdviserLogic from new Google Sheets rows

    Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.

    How this Google Sheets-AdviserLogic integration works

    1. A new spreadsheet row is added on Google Sheets
    2. Zapier creates a contact in AdviserLogic

    What You Need

    • Google Account
    • AdviserLogic Account
  • Create AdviserLogic clients from new Google Contacts

    Rather than dealing with importing clients and contacts manually, use Zapier to do the admin work for you. Once you set up this Zapier integration, whenever you add a new contact in Google Contacts, Zapier will add the contact to AdviserLogic as a new client automatically.

    How it Works

    1. A new contact is created on Google Contacts
    2. Zapier creates a contact in AdviserLogic

    What You Need

    • Google Contacts
    • AdviserLogic
  • Add new AdviserLogic Entity details to Google Sheets

    Want to make your life a bit easier? Use Zapier to do the admin work of copying entities for you. Once you set up this AdviserLogic-Google Sheets integration, whenever you add a new entity, it'll automatically be added in Google Sheets.

    How this AdviserLogic-Google Sheets integration Works

    1. A new entity is added to AdviserLogic
    2. Zapier automatically creates a row in Google Sheets

    What You Need

    • AdviserLogic
    • Google Sheets
  • Add entities to AdviserLogic from new or updated Google Sheets rows

    Instead of wasting time manually transferring entities from a spreadsheet, use this Zapier automation. Once set up, whenever you update or add a new row to a Google Sheets spreadsheet, Zapier will automatically create or update an entity in AdviserLogic automatically.

    How it Works

    1. A row is created or updated on Google Sheets
    2. Zapier creates or updates an entity in AdviserLogic

    What You Need

    • Google Sheets
    • AdviserLogic
  • Add new AdviserLogic clients to Google Contacts

    Rather than dealing with importing clients and contacts manually, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client or update an existing client in AdviserLogic, Zapier will add the contact to Google Contacts so you'll have a backup and can contact them easily.

    How this AdviserLogic-Google Contacts integration works

    1. A new client contact is created or existing client is updated on AdviserLogic
    2. Zapier creates a contact in Google Contact

    Apps involved

    • AdviserLogic
    • Google Contacts

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AdviserLogic Integration Details

Launched on Zapier November 1, 2017

Zapier combines Triggers (like "New or Updated Client") and Actions (like "Create or Update Entity") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

New or Updated Client

Triggers when a client is created or updated.

New or Updated Entity

Triggers when a company/trust 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.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

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AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.