AdviserLogic Integrations

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AdviserLogic Integration Details

Launched on Zapier January 17, 2018

Zapier combines Triggers (like "New or Updated Client") and Actions (like "Create or Update Client") 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 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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AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.