Create integrations between Keap and AdviserLogic Fact Finder to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Keap and AdviserLogic Fact Finder to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAppointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email AddressRequired
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGet Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planExternal IDRequired
Client Title
Client First Name
Client Middle Name
Client Surname
Client Preferred Name
Client Date of Birth
Client Gender
Client Occupation
Client Driver License
Client Marital Status
Client Centrelink Number
Client Place Of Birth
Client Job Title
Client Employment Status
Adviser
Last Review Date
Next Review Date
Category
Review Frequency
Wedding Date
Last Contact Date
Last SOA Date
Client Service Manager
Adviser Group
ReferredBy
Status
Notes
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
healthInfoID
Client Smoker
Client Health Status
Client Health Insurance
Client Weight
Client Height
Client Existing Medical Issues
Client Physical Ailments
Client Claim Insurance
Client Family Medical Issues
Partner healthInfoID
Partner Health Status
Partner Smoker
Partner Health Insurance Type
Partner Weight
Partner Height
Partner Existing Medical Issues
Partner Physical Ailments Issues
Partner claim Insurance Issues
Partner Family Medical Issues
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
Partner Title
Partner First Name
Partner Middle Name
Partner Surname
Partner Preferred Name
Partner Date of Birth
Partner Gender
Partner Occupation
Partner Driver License
Partner Marital Status
Partner Centrelink Number
Partner Place Of Birth
Partner Job Title
Partner Employment Status
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.
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundADL ClientIDRequired
dependantID
id
First Name
Last Name
Relation Type
Date of Birth
To Age
Notes
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
Category
Sub Category
Description
Amount
Frequency
Recipient
Taxable
Exclude From Age Pension
Payment Type
Index Rate
Apply Deeming Rates
Annuity Balance
Ncc Component
Annual Pension
Business
Status
Income Start
Income Start Date
Income Start Age
Income End
Income End Date
Income End Age
Growth
Notes
Employer
SGC
Superfund
Balance Date
Growth Rate
Asset Test
Deductible Amount
Number of Payments
Number of Years
Rate of Return
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
Client Phone Home
Client Phone Mobile
Client Phone Work
Client Email Work
Client Email Home
Client Fax
Client Home Address Line 1
Client Home Address Line 2
Client Home Address Suburb
Client Home Address State
Client Home Address Postcode
Client Home Address Country
Client Mailing Address Line1
Client Mailing Address Line2
Client Mailing Address Suburb
Client Mailing Address State
Client Mailing Address Postcode
Client Mailing Address Country
Client Work Address Line 1
Client Work Address Line 2
Client Work Address Suburb
Client Work Address State
Client Work Address Postcode
Client Work Address Country
Client Other Address Line 1
Client Other Address Line 2
Client Other Address Suburb
Client Other Address State
Client Other Address PostCode
Client Other Address Country
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
Partner Social Network Skype
Partner Social Network LinkedIn
Partner Social Network Twitter
Partner Social Network Website
Dropbox Hyperlink
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Phone - Home
Client Phone - Mobile
Client Phone - Work
Client Email Work
Client Email Home
Client Fax
Client Home Address Line 1
Client Home Address Line 2
Client Home Address Suburb
Client Home Address State
Client Home Address Postcode
Client Home Address Country
Client Mailing Address Line1
Client Mailing Address Line2
Client Mailing Address Suburb
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.adlClientID
Category
Sub Category
Description
Amount
Frequency
Recipient
Taxable
Exclude From Age Pension
Payment Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.