Jotform + Webhooks by Zapier + AdviserLogic Fact Finder Integrations
How to connect Jotform + Webhooks by Zapier + AdviserLogic Fact Finder
Zapier lets you send info between Jotform and Webhooks by Zapier and AdviserLogic Fact Finder automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Do even more with Jotform + Webhooks by Zapier + AdviserLogic Fact Finder
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jotform, Webhooks by Zapier, and AdviserLogic Fact Finder. And don’t forget that you can add more apps and actions to create complex workflows.
Select a formRequired
Select a form to assign
Asignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Assignee Permission
Let assignees submit only, submit and view submissions later, or submit and edit submissions later
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select a formRequired
Select a form to create submissions for
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Jotform are located here http://api.jotform.com/docs/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MethodRequired
The HTTP method we'll use to perform the request.
URLRequired
Any URL with a querystring will be re-encoded properly.
Data Pass-Through?
If yes, request
databelow will be overridden with the raw data from the previous step (you are still responsible for headers though, likeContent-Type). Defaults to no.Data
Place raw data for the request here. Could be JSON, XML, etc. Nothing is parsed for you here (including extra line breaks or spaces -- everything is sent verbatim). You probably need to define a header below corresponding to your data
Content-Type. Reminder: data provided in this field is completely ignored if you chose "yes" to pass-through.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planadlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planadlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planadlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planExternal IDRequired
External ID should be unique in case of type form it is Form Id
Client Title
Client Title will add information under Fact Finder>Basic Information>Title field of client
Client First Name
Client First Name will add information under Fact Find>Basic Information>First Name field of client
Client Middle Name
Client Middle Name will add information under Fact Finder>Basic Information>Middle Name field of Client
Client Surname
Client Surname will add information under Fact Finder>Basic Information>Surname field of client
Client Preferred Name
Client Preferred Name will update information under Fact Finder>Basic Information>Preferred Name of client
Client Date of Birth
Client Date Of Birth will update information under Fact Finder>Basic Information>Date of Birth of client
Client Gender
Client Gender will update information under Fact Finder>Basic Information>Gender field of client
Client Occupation
Client Occupation will update information under Fact Finder>Basic Information>Occupation of client
Client Driver License
Client Driver License will add information under Fact Finder>Basic Information>Driver's Licence of client
Client Marital Status
Client Marital Status will update information under Fact Finder>Basic Information>Marital Status of client
Client Centrelink Number
Centrelink Number will add information under Fact Finder>Basic Information>Centrelink No. of client section
Client Place Of Birth
Client Place Of Birth will add information under Fact Finder>Basic Information>Place of Birth of client
Client Job Title
Client Job Title will update information under Fact Finder>Basic Information>Job Title of client
Client Employment Status
Client Employment Status will add information under Fact Finder>Basic Information>Employment Status of Client
Adviser
Adviser will add information under Fact Finder>Basic Information>Additional Details>Adviser
Last Review Date
Last Review Date will add information under Fact Finder>Basic Information>Additional Details>Last Review Date section
Next Review Date
Next Review Date will add information under Fact Finder>Basic Information>Next Review Date section
Category
Category will add information under Fact Finder>Basic Information>Additional Details>Category section
Review Frequency
Review Frequency will add information under Fact Finder>Basic Information>Additional Details>Review Frequency section
Wedding Date
Wedding Date will save information under Fact Finder>Basic Information>Additional Details>Wedding Date section
Last Contact Date
Last Contact Date will save information under Fact Finder>Basic Information>Additional Details>Date of Last Contact section
Last SOA Date
Last SOA Date will add Last SoA Date under Fact Finder>Basic Information>Additional Details>Last SoA Date section
Client Service Manager
Client Service Manager will add information under Fact Finder>Basic Information>Additional Details>Client Service Manager section
Adviser Group
Adviser Group will update information under Fact Finder>Basic Information>Adviser Group section
ReferredBy
ReferredBy will save the information under Fact Finder>Basic Information>Additional Details>Referred By field
Status
This field is used to update the client status under Fact Finder>Basic Information>Additional Details This can be either Active or Hidden
Notes
Notes will update the information under Fact Finder>Basic Information>Notes section
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping Zap
healthInfoID
Client Smoker
Client Smoker will add information under Fact Finder>Health Details objective>Smoker field of client
Client Health Status
Client Health Status will update information under Fact Finder>Health Details objective>Health Status of client
Client Health Insurance
Will add information under Fact Finder>Health Details objective>Health Insurance of client
Client Weight
Client Weight will add information under Fact Finder>Health Details objective>Weight (kilograms) of client
Client Height
Client Height will add information under Fact Finder>Health Details objective>Height (metres) of client
Client Existing Medical Issues
Client Existing Medical Issues will add information under Fact Finder>Health Details objective>Are you on any medications, or been on any recently? of client
Client Physical Ailments
Client Physical Ailments will add information under Fact Finder>Health Details objective>Have you had any physical ailments (back, neck, etc) of client
Client Claim Insurance
Client Claim Insurance will add information under Fact Finder>Health Details objective>Have you made a claim on an insurance policy or workers’ compensation? of client
Client Family Medical Issues
Client Family Medical Issues will add information under Fact Finder>Health Details objective>Have your parents or any siblings suffered from a major trauma (heart problems, cancer, stroke etc)? of client
Partner healthInfoID
Partner Health Status
Partner Health Status will update information under Fact Finder>Health Details objective>Health Status of partner
Partner Smoker
Partner Smoker will add information under Fact Finder>Health Details objective>Smoker field of Partner
Partner Health Insurance Type
Will add information under Fact Finder>Health Details objective>Health Insurance of Partner
Partner Weight
Partner Weight will add information under Fact Finder>Health Details objective>Weight (kilograms) of partner
Partner Height
Partner Height will add information under Fact Finder>Health Details objective>Height (metres) of partner
Partner Existing Medical Issues
Partner Existing Medical Issues will add information under Fact Finder>Health Details objective>Are you on any medications, or been on any recently? of partner
Partner Physical Ailments Issues
Partner Physical Ailments will add information under Fact Finder>Health Details objective>Have you had any physical ailments (back, neck, etc) of partner
Partner claim Insurance Issues
Partner Claim Insurance will add information under Fact Finder>Health Details objective>Have you made a claim on an insurance policy or workers’ compensation? of partner
Partner Family Medical Issues
Partner Family Medical Issues will add information under Fact Finder>Health Details objective>Have your parents or any siblings suffered from a major trauma (heart problems, cancer, stroke etc)? of partner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping Zap
Partner Title
Partner Title will add information under Fact Finder>Basic Information>Title field of partner
Partner First Name
Partner First Name will add information under Fact Find>Basic Information>First Name field of partner
Partner Middle Name
Partner Middle Name will add information under Fact Finder>Basic Information>Middle Name field of partner
Partner Surname
Partner Surname will add information under Fact Finder>Basic Information>Surname field of partner
Partner Preferred Name
Partner Preferred Name will update information under Fact Finder>Basic Information>Preferred Name of partner
Partner Date of Birth
Partner Date Of Birth will update information under Fact Finder>Basic Information>Date of Birth of partner
Partner Gender
Partner Gender will update information under Fact Finder>Basic Information>Gender field of partner
Partner Occupation
Partner Occupation will update information under Fact Finder>Basic Information>Occupation of partner
Partner Driver License
Partner Driver License will add information under Fact Finder>Basic Information>Driver's Licence of partner
Partner Marital Status
Partner Marital Status will update information under Fact Finder>Basic Information>Marital Status of partner
Partner Centrelink Number
Centrelink Number will add information under Fact Finder>Basic Information>Centrelink No. of partner section
Partner Place Of Birth
Partner Place Of Birth will add information under Fact Finder>Basic Information>Place of Birth of partner
Partner Job Title
Partner Job Title will update information under Fact Finder>Basic Information>Job Title of partner
Partner Employment Status
Partner Employment Status will add information under Fact Finder>Basic Information>Employment Status of partner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Select a formRequired
Select a form to assign
Assignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Prefilled Field Permissions
Make pre-populated fields read only or editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
This should return a list of dictionaries of content type JSON in reverse chronological order. For example:
[{"id":1234},{"id":1235}]Key
If the returned JSON is not a list and is instead an object (maybe paginated), enter the key that contains the results. Example: "results", "items", "objects", etc... (children via dot syntax supported)
Deduplication Key
Zapier deduplicates the array we see each poll against the
idkey. If theidkey does not exist, you should specify an alternative unique key to deduplicate off of. If neither are supplied, we fallback to looking for the shortest key withidin it otherwise we will raise an error.Xpath
If the content fetched is XML or HTML, optionally define an xpath to extract data from the content. Will trigger whenever the content at the xpath changes!
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPick off a Child Key
By default, Zapier gives you the entire payload of the webhook. If this is specified, Zapier will only grab the child key from the object(s) sent to Zapier. For example, given
{"contact": {"name": "Mike"}}, add "contact" here to only return{"name": "Mike"}. Traverse more deeply nested children by using dot-separated syntax. Line item payloads will run your Zap for each instance of the child key.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.URLRequired
We recommend not putting any query string arguments in the URL (use "Query String Params" below).
Query String Params
These params will be URL-encoded and appended to the URL when making the request. Note: If you specify nothing for this field, we will automatically encode and include every field from the previous step in the query string. If you don't want this, use the "Custom Request" action.
Send As JSON
If "yes", this dumps the results directly to a key (set below) as JSON. If "no", we simulate a form.
JSON key
Only used if As JSON.
Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planadlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planadlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planADL ClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zap
dependantID
id
First Name
First Name will add information under Fact Finder>Dependants>Given Name field
Last Name
Last Name will add information under Fact Finder>Dependants>Surname field
Relation Type
Relation Type will update information under Fact Finder>Dependants>Relationship field
Date of Birth
Date of Birth will add information under Fact Finder>Dependants>Date of Birth
To Age
To Age will add information under Fact Finder>Dependants>Dependant until age field
Notes
Notes will add information under Fact Finder>Dependants>Notes field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientIDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Category
Category will add information under Fact Finder>Income>Category field
Sub Category
Sub Category will add information under Fact Finder>Income>Sub Category field
Description
Description will add information under Fact Finder>Income>Description field
Amount
Amount will add information under Fact Finder>Income>Amount field
Frequency
Frequency will add information under Fact Finder>Income>Frequency field
Recipient
Recipient will add information under Fact Finder>Income>Recipient field
Taxable
Taxable will add information under Fact Finder>Income>Taxable field
Exclude From Age Pension
Exclude From Age Pension will add information under Fact Finder>Income>Exclude from Age Pension Calculation when Category=Centrelink/DVA or Other It can be True or False
Payment Type
Payment Type will add information under Fact Finder>Income>Payment Type when category is Annuities
Index Rate
Index Rate will update information under Fact Finder>Income>Indexation when category is Annuities
Apply Deeming Rates
Apply Deeming Rates will add information under Fact Finder>Income>Apply Deeming Rates when category is Annuities It can be true or false
Annuity Balance
Annuity Balance will add information under Fact Finder>Income>Annuity balance when category is Annuities
Ncc Component
Ncc Component will add information under Fact Finder>Income>Ncc Component when category is Annuities
Annual Pension
Annual Pension will add information under Fact Finder>Income>Payment Detail>Annual Pension when category is Annuities and Payment Type=other
Business
Business will update information under Fact Finder>Income>Business field
Status
Status will add information under Fact Finder>Income>Additional Detail>Status
Income Start
Income Start will add information under Fact Finder>Income>Income Start field
Income Start Date
Income Start Date will add information under Fact Finder>Income>Date field
Income Start Age
Income Start Age will add information under Fact Finder>Income>Age field
Income End
Income End will add information under Fact Finder>Income>Income End field
Income End Date
Income End Date will add information under Fact Finder>Income>Additional Detail>Date field
Income End Age
Income End Age will add information under Fact Finder>Income>Age field
Growth
Growth Type will add information under Fact Finder>Income>Additional Detail>Growth
Notes
Notes will add information under Fact Finder>Income>Notes field
Employer
Employer Fact Finder>Income>Additional Detail>Employer field
SGC
SGC will add information under Fact Finder>Income>Additional Detail>SGC
Superfund
Superfund will add information under Fact Finder>Income>Additional Detail>Super Fund
Balance Date
Balance Date will add information under Fact Finder>Income>Additional Detail>Balance Date when Category=Annuities
Growth Rate
Growth Rate will add information under Fact Finder>Income>Additional Detail>Growth Rate (%) when Growth=Custom
Asset Test
Asset Test will add information under Fact Finder>Income>Additional Detail>Assessment for asset test % when Category=Annuities
Deductible Amount
Deductible Amount will add information under Fact Finder>Income>Additional Detail>Deductible amount when category is Annuities
Number of Payments
Number of Payments will add information under Fact Finder>Income>Additional Detail>Number of Payments when Income End=After a certain numbers of payments
Number of Years
Number of Years will add information under Fact Finder>Income>Additional Detail>Number of years when Income End=After a certain numbers of years
Rate of Return
Rate of Return will update information under Fact Finder>Income>Additional Detail>Rate of return when category is Annuities
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Adlclient IDRequired
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Client Phone Home
To be mapped with Fact Finder>Contact Details>Phone (H) field of client
Client Phone Mobile
To be mapped with Fact Finder>Contact Details>Phone (M) field of client
Client Phone Work
To be mapped with Fact Finder>Contact Details>Phone (W) field of client
Client Email Work
To be mapped with Fact Finder>Contact Details>Email (W) field of client
Client Email Home
To be mapped with Fact Finder>Contact Details>Email (H) field of client
Client Fax
To be mapped with Fact Finder>Contact Details>Fax field of client
Client Home Address Line 1
To be mapped with Fact Finder>Contact Details>Home Address>Line 1 field of client
Client Home Address Line 2
To be mapped with Fact Finder>Contact Details>Home Address>Line 2 field of client
Client Home Address Suburb
To be mapped with Fact Finder>Contact Details>Home Address>Suburb field of client
Client Home Address State
To be mapped with Fact Finder>Contact Details>Home Address>State field of client
Client Home Address Postcode
To be mapped with Fact Finder>Contact Details>Home Address>Post Code field of client
Client Home Address Country
To be mapped with Fact Finder>Contact Details>Home Address>Country field of client
Client Mailing Address Line1
To be mapped with Fact Finder>Contact Details>Mailing Address>Line 1 field of client
Client Mailing Address Line2
To be mapped with Fact Finder>Contact Details>Mailing Address>Line 2 field of client
Client Mailing Address Suburb
To be mapped with Fact Finder>Contact Details>Mailing Address>Suburb field of client
Client Mailing Address State
To be mapped with Fact Finder>Contact Details>Mailing Address>State field of client
Client Mailing Address Postcode
To be mapped with Fact Finder>Contact Details>Mailing Address>Post Code field of client
Client Mailing Address Country
To be mapped with Fact Finder>Contact Details>Mailing Address>Country field of client
Client Work Address Line 1
To be mapped with Fact Finder>Contact Details>Work Address>Line 1 field of client
Client Work Address Line 2
To be mapped with Fact Finder>Contact Details>Work Address>Line 2 field of client
Client Work Address Suburb
To be mapped with Fact Finder>Contact Details>Work Address>Suburb field of client
Client Work Address State
To be mapped with Fact Finder>Contact Details>Work Address>State field of client
Client Work Address Postcode
To be mapped with Fact Finder>Contact Details>Work Address>Post Code field of client
Client Work Address Country
To be mapped with Fact Finder>Contact Details>Work Address>Country field of client
Client Other Address Line 1
To be mapped with Fact Finder>Contact Details>Other Address>Line 1 field of client
Client Other Address Line 2
To be mapped with Fact Finder>Contact Details>Other Address>Line 2 field of client
Client Other Address Suburb
To be mapped with Fact Finder>Contact Details>Other Address>Suburb field of client
Client Other Address State
To be mapped with Fact Finder>Contact Details>Other Address>State field of client
Client Other Address PostCode
To be mapped with Fact Finder>Contact Details>Other Address>Post Code field of client
Client Other Address Country
To be mapped with Fact Finder>Contact Details>Other Address>Country field of client
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
To be mapped with Fact Finder>Contact Details>Social Networking>Facebook field of partner
Partner Social Network Skype
To be mapped with Fact Finder>Contact Details>Social Networking>Skype field of partner
Partner Social Network LinkedIn
To be mapped with Fact Finder>Contact Details>Social Networking>LinkedIn field of partner
Partner Social Network Twitter
To be mapped with Fact Finder>Social Networking>Twitter field of partner
Partner Social Network Website
To be mapped with Fact Finder>Social Networking>Website field of partner
Dropbox Hyperlink
To be mapped with FactFinder>Contact Details>Options>Dropbox HyperLink
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Phone - Home
To be mapped with Fact Finder>Contact Details>Phone (H) field of client
Client Phone - Mobile
To be mapped with Fact Finder>Contact Details>Phone (M) field of client
Client Phone - Work
To be mapped with Fact Finder>Contact Details>Phone (W) field of client
Client Email Work
To be mapped with Fact Finder>Contact Details>Email (W) field of client
Client Email Home
To be mapped with Fact Finder>Contact Details>Email (H) field of client
Client Fax
To be mapped with Fact Finder>Contact Details>Fax field of client
Client Home Address Line 1
To be mapped with Fact Finder>Contact Details>Home Address>Line 1 field of client
Client Home Address Line 2
To be mapped with Fact Finder>Contact Details>Home Address>Line 2 field of client
Client Home Address Suburb
To be mapped with Fact Finder>Contact Details>Home Address>Suburb field of client
Client Home Address State
To be mapped with Fact Finder>Contact Details>Home Address>State field of client
Client Home Address Postcode
To be mapped with Fact Finder>Contact Details>Home Address>Post Code field of client
Client Home Address Country
To be mapped with Fact Finder>Contact Details>Home Address>Country field of client
Client Mailing Address Line1
To be mapped with Fact Finder>Contact Details>Mailing Address>Line 1 field of client
Client Mailing Address Line2
To be mapped with Fact Finder>Contact Details>Mailing Address>Line 2 field of client
Client Mailing Address Suburb
To be mapped with Fact Finder>Contact Details>Mailing Address>Suburb field of client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientID
Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier
Category
Category will add information under Fact Finder>Income>Category field
Sub Category
Sub Category will add information under Fact Finder>Income>Sub Category field
Description
Description will add information under Fact Finder>Income>Description field
Amount
Amount will add information under Fact Finder>Income>Amount field
Frequency
Frequency will add information under Fact Finder>Income>Frequency field
Recipient
Recipient will add information under Fact Finder>Income>Recipient field
Taxable
Taxable will add information under Fact Finder>Income>Taxable field
Exclude From Age Pension
Exclude From Age Pension will add information under Fact Finder>Income>Exclude from Age Pension Calculation when Category=Centrelink/DVA or Other It can be True or False
Payment Type
Payment Type will add information under Fact Finder>Income>Payment Type when category is Annuities
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Jotform + Webhooks by Zapier + AdviserLogic Fact Finder Integrations Work
- Step 1: Authenticate Jotform, Webhooks by Zapier, and AdviserLogic Fact Finder.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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