Jotform + AdviserLogic Fact Finder

Create new client profiles in AdviserLogic Fact Finder from new Jotform submissions

Easily streamline your client onboarding process with this efficient workflow. Whenever you receive a new submission on Jotform, essential client details are swiftly collected and populated in the AdviserLogic Fact Finder for seamless client management. This smooth process not only saves time but also greatly improves record keeping accuracy. Start simplifying your data transfer today.

Easily streamline your client onboarding process with this efficient workflow. Whenever you receive a new submission on Jotform, essential client details are swiftly collected and populated in the AdviserLogic Fact Finder for seamless client management. This smooth process not only saves time but also greatly improves record keeping accuracy. Start simplifying your data transfer today.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    AdviserLogic Fact FinderAdviserLogic Fact Finder
    Client Basic Information

    Add/Edit Basic information of client in AdviserLogic Application

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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  • 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
Help

Related categories

  • CRM (Customer Relationship Management)

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