Formsite + AdviserLogic Fact Finder

Add health details in AdviserLogic Fact Finder for new Formsite form results

Effortlessly streamline your health data collection process with this automation between Formsite and AdviserLogic Fact Finder. Whenever a new form result is submitted in Formsite, relevant health details will be added to AdviserLogic Fact Finder, saving you time and ensuring accurate data entry. Keep your health records updated seamlessly and focus on providing better healthcare advice to your clients.

Effortlessly streamline your health data collection process with this automation between Formsite and AdviserLogic Fact Finder. Whenever a new form result is submitted in Formsite, relevant health details will be added to AdviserLogic Fact Finder, saving you time and ensuring accurate data entry. Keep your health records updated seamlessly and focus on providing better healthcare advice to your clients.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    AdviserLogic Fact FinderAdviserLogic Fact Finder
    Add Health Details

    Add Health Details under Fact Finder

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientID

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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morningstar-adl-client-onboardin logo
morningstar-adl-client-onboardin logo

About AdviserLogic Fact Finder

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

  • CRM (Customer Relationship Management)

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