K Factors + College Aid Pro Integrations
How to connect K Factors + College Aid Pro
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Parent NameRequired
Email
Address (line 1)
Address (line 2)
City
State
ZIP
Widget idRequired
From date
To date
New College Money Report
Triggers when a College Money Report is submitted.
Try It
How K Factors + College Aid Pro Integrations Work
- Step 1: Authenticate K Factors and College Aid Pro.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.
About K Factors
Use K Factors to create notification widgets that convert.
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About College Aid Pro
College Aid Pro is a college planning software for financial advisors to assist college-bound families.
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