Google Sheets + AdviserLogic Fact Finder
Create new AdviserLogic Fact Finder clients from new or updated Google Sheets rows
Keep your client information up-to-date and organized with this workflow that connects Google Sheets to AdviserLogic Fact Finder. Whenever there's a new or updated row in your Google Sheets spreadsheet, this automation will streamline the process by adding or updating the client's basic information in AdviserLogic Fact Finder. Say goodbye to manual data entry and enjoy a more efficient way of managing your client information.
Keep your client information up-to-date and organized with this workflow that connects Google Sheets to AdviserLogic Fact Finder. Whenever there's a new or updated row in your Google Sheets spreadsheet, this automation will streamline the process by adding or updating the client's basic information in AdviserLogic Fact Finder. Say goodbye to manual data entry and enjoy a more efficient way of managing your client information.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Client Basic Information
Add/Edit Basic information of client in AdviserLogic Application
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