Looping by Zapier + Typeform + AdviserLogic Fact Finder Integrations

How to connect Looping by Zapier + Typeform + AdviserLogic Fact Finder

Zapier lets you send info between Looping by Zapier and Typeform and AdviserLogic Fact Finder automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Looping by Zapier + Typeform + 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 Looping by Zapier, Typeform, and AdviserLogic Fact Finder. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to LoopRequired
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question inRequired
- Please provide list of choices
Action
Write
- FormRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search

- adlClientIDRequired
Trigger
Scheduled
Try It
- adlClientID
Trigger
Scheduled
Try It

- adlClientIDRequired
Trigger
Scheduled
Try It
Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Trigger
Scheduled
Try It
- External 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write

- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write
- FormRequired
Trigger
Instant
Try It
- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- adlClientIDRequired
Trigger
Scheduled
Try It
- adlClientIDRequired
Trigger
Scheduled
Try It
- adlClientIDRequired
Trigger
Scheduled
Try It
- adlClientIDRequired
Trigger
Scheduled
Try It
- adlClientIDRequired
Trigger
Scheduled
Try It
- ADL ClientIDRequired
- dependantID
- id
- First Name
- Last Name
- Relation Type
- Date of Birth
- To Age
- Notes
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- adlClientID
- Category
- Sub Category
- Description
- Amount
- Frequency
- Recipient
- Taxable
- Exclude From Age Pension
- Payment Type
Action
Write

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How Looping by Zapier + Typeform + AdviserLogic Fact Finder Integrations Work

Step 1: Authenticate Looping by Zapier, Typeform, 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.

Connect apps

Connect Looping by Zapier + Typeform + AdviserLogic Fact Finder

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Learn more Help

Related categories

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Jotform

Forms & Surveys

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

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Looping by Zapier + Typeform + AdviserLogic Fact Finder Integrations

How to connect Looping by Zapier + Typeform + AdviserLogic Fact Finder

Do even more with Looping by Zapier + Typeform + AdviserLogic Fact Finder

Create Loop From Line Items

Help Warning

Trim Whitespace

Loop iteration counter start

Maximum number of Loop iterations

Create Loop From Text

Help Warning

Values to LoopRequired

Text Delimiter

Trim Whitespace

Loop iteration counter start

Maximum number of Loop iterations

Create an Empty Form

title of your formRequired

Choose Workspace To Create This Form In, leave it blank for default workspace

Update Dropdown, Multiple Choice or Ranking Question Options

Form To Update Question inRequired

Please provide list of choices

Lookup Responses

FormRequired

responses submitted since the specified date and time.

responses submitted until the specified date and time.

search for responses that include the specified string.

search for responses that are complete.

maximum number of responses to fetch (default: 25, max: 1000)

Get Client Contact Information

adlClientIDRequired

Get Client Entities Details

adlClientID

Get Client Health Information

adlClientIDRequired

Get Client Basic Information

Client Basic Information

External 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

Add Entities

adlClientID

Entity ID

Name

ABN

ACN

Notes

Base Rate Company

Corptrustee

Entity Type

Entity Detail Id

Entity Name

Othername