Connect Cardtapp and AdviserLogic Fact Finder to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Client Basic Information " in AdviserLogic Fact Finder.

You’re connected!

Zapier seamlessly connects Cardtapp and AdviserLogic Fact Finder, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
Try It
- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It

- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It

- ADL ClientID
  Required
- dependantID
- id
- First Name
- Last Name
- Relation Type
- Date of Birth
- To Age
- Notes
Action
Write
- adlClientID
- Expense ID
- Category
- SubCategory
- Type
- Description
- Amount
- Frequency
- Payer
- Taxability
- Expense Start Type
- Expense Start Date
- Expense Start Age
- Expense End Type
- Expense End Date
- Expense End Age
- No Of Payments
- No Of Years
- Growth
- Growth Rate
- Superfund
- Notes
Action
Write
- adlClientID
  Required
- Category
- Sub Category
- Description
- Amount
- Frequency
- Recipient
- Taxable
- Exclude From Age Pension
- Payment Type
- Index Rate
- Apply Deeming Rates
- Annuity Balance
- Ncc Component
- Annual Pension
- Business
- Status
- Income Start
- Income Start Date
- Income Start Age
- Income End
- Income End Date
- Income End Age
- Growth
- Notes
- Employer
- SGC
- Superfund
- Balance Date
- Growth Rate
- Asset Test
- Deductible Amount
- Number of Payments
- Number of Years
- Rate of Return
Action
Write
- adlClientID
- Superfund Id
- Superfund Type
- Name
- Member
- Account Number
- Account Status
- Platform
- Industry Superfund Name
- Issue Date
- Estate Option
- Death Nominee
- Commencement Date
- Account Code
- ABN
- Member ID
- Member Name
- Balance Percentage
- Member Estate Option
- Member Death Nominee
- Member Bdn Expiry Date
- Other Name
- Bdn Expiry Date
Action
Write
- Adlclient ID
  Required
- Client Phone Home
- Client Phone Mobile
- Client Phone Work
- Client Email Work
- Client Email Home
- Client Fax
- Client Home Address Line 1
- Client Home Address Line 2
- Client Home Address Suburb
- Client Home Address State
- Client Home Address Postcode
- Client Home Address Country
- Client Mailing Address Line1
- Client Mailing Address Line2
- Client Mailing Address Suburb
- Client Mailing Address State
- Client Mailing Address Postcode
- Client Mailing Address Country
- Client Work Address Line 1
- Client Work Address Line 2
- Client Work Address Suburb
- Client Work Address State
- Client Work Address Postcode
- Client Work Address Country
- Client Other Address Line 1
- Client Other Address Line 2
- Client Other Address Suburb
- Client Other Address State
- Client Other Address PostCode
- Client Other Address Country
- Partner Contact Phone Home
- Partner Contact Phone Mobile
- Partner Contact Phone Work
- Partner Contact Email Work
- Partner Contact Fax
- Partner Home Address Line 1
- Partner Home Address Line 2
- Partner Home Address Suburb
- Partner Home Address State
- Partner Home Address PostCode
- Partner Home Address Country
- Partner Mailing Address Line 1
- Partner Mailing Address Line 2
- Partner Mailing Address Suburb
- Partner Mailing Address State
- Partner Mailing Address PostCode
- Partner Mailing Address Country
- Partner Work Address Line 1
- Partner Work Address Line 2
- Partner Work Address Suburb
- Partner Work Address State
- Partner Work Address PostCode
- Partner Work Address Country
- Partner Other Address Line 1
- Partner Other Address Line 2
- Partner Other Address Suburb
- Partner Other Address State
- Partner Other Address PostCode
- Partner Other Address Country
- Client Preferred Email Address
- Client Preferred Contact Address
- Client Preferred Phone Number
- Client Preferred Contact Method
- Client Australian Resident
- Client Do Not Contact
- Client Subscribed To Newsletter
- Client Send MailCO
- Client Send Birthday SMS
- Client Notes
- Partner Notes
- Partner Preferred Email Address
- Partner Preferred Contact Address
- Partner Preferred Phone Number
- Partner Preferred Contact Method
- Partner Australian Resident
- Partner Do Not Contact
- Partner Subscribed To Newsletter
- Partner Send MailCO
- Partner Send Birthday SMS
- Client Social Network Facebook
- Client Social Network Skype
- Client Social Network LinkedIn
- Client Social Network Twitter
- Client Social Network Website
- Client Social Network DropBox Link
- Partner Social Network Facebook
- Partner Social Network Skype
- Partner Social Network LinkedIn
- Partner Social Network Twitter
- Partner Social Network Website
- Dropbox Hyperlink
Action
Write
- Client Phone - Home
- Client Phone - Mobile
- Client Phone - Work
- Client Email Work
- Client Email Home
- Client Fax
- Client Home Address Line 1
- Client Home Address Line 2
- Client Home Address Suburb
- Client Home Address State
- Client Home Address Postcode
- Client Home Address Country
- Client Mailing Address Line1
- Client Mailing Address Line2
- Client Mailing Address Suburb
Action
Write
- adlClientID
- Category
- Sub Category
- Description
- Amount
- Frequency
- Recipient
- Taxable
- Exclude From Age Pension
- Payment Type
Action
Write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Trigger
Polling
Try It
- External ID
  Required
- Client Title
- Client First Name
- Client Middle Name
- Client Surname
- Client Preferred Name
- Client Date of Birth
- Client Gender
- Client Occupation
- Client Driver License
- Client Marital Status
- Client Centrelink Number
- Client Place Of Birth
- Client Job Title
- Client Employment Status
- Adviser
- Last Review Date
- Next Review Date
- Category
- Review Frequency
- Wedding Date
- Last Contact Date
- Last SOA Date
- Client Service Manager
- Adviser Group
- ReferredBy
- Status
- Notes
Action
Write
- adlClientID
- Entity ID
- Name
- ABN
- ACN
- Notes
- Base Rate Company
- Corptrustee
- Entity Type
- Entity Detail Id
- Entity Name
- Othername
- Share Percentage
- Is Trustee
- Is Director
Action
Write
- adlClientID
  Required
- healthInfoID
- Client Smoker
- Client Health Status
- Client Health Insurance
- Client Weight
- Client Height
- Client Existing Medical Issues
- Client Physical Ailments
- Client Claim Insurance
- Client Family Medical Issues
- Partner healthInfoID
- Partner Health Status
- Partner Smoker
- Partner Health Insurance Type
- Partner Weight
- Partner Height
- Partner Existing Medical Issues
- Partner Physical Ailments Issues
- Partner claim Insurance Issues
- Partner Family Medical Issues
Action
Write
- adlClientID
- Insurance Id
- Insurer
- Description
- Other Insurer Name
- Status
- Cover ID
- Insurance Type
- Sum Insured
- Monthly Benefit
- Owner
- Premium
- Premium Frequency
- Other Owner Name
- Policy Number
- Life Insured
- Policy Purpose
- Total Premium
- Policy Premium Frequency
- Policy Fee
- Stampduty
- Beneficiary ID
- Beneficiary Name
- Relationship
- Beneficiary Percentage
- Other Beneficiary Name
Action
Write
- adlClientID
  Required
- Partner Title
- Partner First Name
- Partner Middle Name
- Partner Surname
- Partner Preferred Name
- Partner Date of Birth
- Partner Gender
- Partner Occupation
- Partner Driver License
- Partner Marital Status
- Partner Centrelink Number
- Partner Place Of Birth
- Partner Job Title
- Partner Employment Status
Action
Write
- External ID
- Title
- First Name
- Middle Name
- Surname
- Preferred Name
- Date Of Birth
- Gender
- Occupation
- Driver License
- Marital Status
- Centrelink Number
- Place Of Birth
- Job Title
- Employment Status
- Adviser
- lastReviewDate
- nextReviewDate
- Category
- Review Frequency
- Wedding Date
- Last Contact Date
- Last SOA Date
- Client Service Manager
- Adviser Group
- Notes
- ReferredBy
- Status
Action
Write
- adlClientID
- Expense ID
- Category
- SubCategory
- Type
- Description
- Amount
- Frequency
- Payer
- Taxability
- Expense Start Type
- Expense Start Date
- Expense Start Age
- Expense End Type
- Expense End Date
- Expense End Age
- No Of Payments
- No Of Years
- Growth
- Growth Rate
- Superfund
- Notes
Action
Write

For AI agents & developers

Use Cardtapp and AdviserLogic Fact Finder with AI agents and code

Beyond Zap workflows. Call Cardtapp and AdviserLogic Fact Finder actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cardtapp and AdviserLogic Fact Finder actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Client Basic Information

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cardtapp and AdviserLogic Fact Finder actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cardtapp / morningstar-adl-client-onboardin action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Cardtapp and AdviserLogic Fact Finder to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardtapp to AdviserLogic Fact Finder integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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Related categories

Marketing

About AdviserLogic Fact Finder

Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema