Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zapier

External ID should be unique in case of type form it is Form Id

Client Title will add information under Fact Finder>Basic Information>Title field of client

Client First Name will add information under Fact Find>Basic Information>First Name field of client

Client Middle Name will add information under Fact Finder>Basic Information>Middle Name field of Client

Client Surname will add information under Fact Finder>Basic Information>Surname field of client

Client Preferred Name will update information under Fact Finder>Basic Information>Preferred Name of client

Client Date Of Birth will update information under Fact Finder>Basic Information>Date of Birth of client

Client Gender will update information under Fact Finder>Basic Information>Gender field of client

Client Occupation will update information under Fact Finder>Basic Information>Occupation of client

Client Driver License will add information under Fact Finder>Basic Information>Driver's Licence of client

Client Marital Status will update information under Fact Finder>Basic Information>Marital Status of client

Centrelink Number will add information under Fact Finder>Basic Information>Centrelink No. of client section

Client Place Of Birth will add information under Fact Finder>Basic Information>Place of Birth of client

Client Job Title will update information under Fact Finder>Basic Information>Job Title of client

Client Employment Status will add information under Fact Finder>Basic Information>Employment Status of Client

Adviser will add information under Fact Finder>Basic Information>Additional Details>Adviser

Last Review Date will add information under Fact Finder>Basic Information>Additional Details>Last Review Date section

Next Review Date will add information under Fact Finder>Basic Information>Next Review Date section

Category will add information under Fact Finder>Basic Information>Additional Details>Category section

Review Frequency will add information under Fact Finder>Basic Information>Additional Details>Review Frequency section

Wedding Date will save information under Fact Finder>Basic Information>Additional Details>Wedding Date section

Last Contact Date will save information under Fact Finder>Basic Information>Additional Details>Date of Last Contact section

Last SOA Date will add Last SoA Date under Fact Finder>Basic Information>Additional Details>Last SoA Date section

Client Service Manager will add information under Fact Finder>Basic Information>Additional Details>Client Service Manager section

Adviser Group will update information under Fact Finder>Basic Information>Adviser Group section

ReferredBy will save the information under Fact Finder>Basic Information>Additional Details>Referred By field

This field is used to update the client status under Fact Finder>Basic Information>Additional Details
This can be either Active or Hidden

Notes will update the information under Fact Finder>Basic Information>Notes section

Navigate to Client Search and copy ADL ID and place under adlClientID while mapping zap

First Name will add information under Fact Finder>Dependants>Given Name field

Last Name will add information under Fact Finder>Dependants>Surname field

Relation Type will update information under Fact Finder>Dependants>Relationship field

Date of Birth will add information under Fact Finder>Dependants>Date of Birth

To Age will add information under Fact Finder>Dependants>Dependant until age field

Notes will add information under Fact Finder>Dependants>Notes field

Navigate to Client Search and copy ADL ID and place under adlClientID while mapping Zap

Client Smoker will add information under Fact Finder>Health Details objective>Smoker field of client

Client Health Status will update information under Fact Finder>Health Details objective>Health Status of client

Will add information under Fact Finder>Health Details objective>Health Insurance of client

Client Weight will add information under Fact Finder>Health Details objective>Weight (kilograms) of client

Client Height will add information under Fact Finder>Health Details objective>Height (metres) of client

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 will add information under Fact Finder>Health Details objective>Have you had any physical ailments (back, neck, etc) of client

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 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 Health Status will update information under Fact Finder>Health Details objective>Health Status of partner

Partner Smoker will add information under Fact Finder>Health Details objective>Smoker field of Partner

Will add information under Fact Finder>Health Details objective>Health Insurance of Partner

Partner Weight will add information under Fact Finder>Health Details objective>Weight (kilograms) of partner

Partner Height will add information under Fact Finder>Health Details objective>Height (metres) of partner

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 will add information under Fact Finder>Health Details objective>Have you had any physical ailments (back, neck, etc) of partner

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 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

Category will add information under Fact Finder>Income>Category field

Sub Category will add information under Fact Finder>Income>Sub Category field

Description will add information under Fact Finder>Income>Description field

Amount will add information under Fact Finder>Income>Amount field

Frequency will add information under Fact Finder>Income>Frequency field

Recipient will add information under Fact Finder>Income>Recipient field

Taxable will add information under Fact Finder>Income>Taxable field

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 will add information under Fact Finder>Income>Payment Type when category is Annuities

Index Rate will update information under Fact Finder>Income>Indexation when category is Annuities

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 will add information under Fact Finder>Income>Annuity balance when category is Annuities

Ncc Component will add information under Fact Finder>Income>Ncc Component when category is Annuities

Annual Pension will add information under Fact Finder>Income>Payment Detail>Annual Pension when category is Annuities and Payment Type=other

Business will update information under Fact Finder>Income>Business field

Status will add information under Fact Finder>Income>Additional Detail>Status

Income Start will add information under Fact Finder>Income>Income Start field

Income Start Date will add information under Fact Finder>Income>Date field

Income Start Age will add information under Fact Finder>Income>Age field

Income End will add information under Fact Finder>Income>Income End field

Income End Date will add information under Fact Finder>Income>Additional Detail>Date field

Income End Age will add information under Fact Finder>Income>Age field

Growth Type will add information under Fact Finder>Income>Additional Detail>Growth

Notes will add information under Fact Finder>Income>Notes field

Employer Fact Finder>Income>Additional Detail>Employer field

SGC will add information under Fact Finder>Income>Additional Detail>SGC

Superfund will add information under Fact Finder>Income>Additional Detail>Super Fund

Balance Date will add information under Fact Finder>Income>Additional Detail>Balance Date when Category=Annuities

Growth Rate will add information under Fact Finder>Income>Additional Detail>Growth Rate (%) when Growth=Custom

Asset Test will add information under Fact Finder>Income>Additional Detail>Assessment for asset test % when Category=Annuities

Deductible Amount will add information under Fact Finder>Income>Additional Detail>Deductible amount when category is Annuities

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 will add information under Fact Finder>Income>Additional Detail>Number of years when Income End=After a certain numbers of years

Rate of Return will update information under Fact Finder>Income>Additional Detail>Rate of return when category is Annuities

Partner Title will add information under Fact Finder>Basic Information>Title field of partner

Partner First Name will add information under Fact Find>Basic Information>First Name field of partner

Partner Middle Name will add information under Fact Finder>Basic Information>Middle Name field of partner

Partner Surname will add information under Fact Finder>Basic Information>Surname field of partner

Partner Preferred Name will update information under Fact Finder>Basic Information>Preferred Name of partner

Partner Date Of Birth will update information under Fact Finder>Basic Information>Date of Birth of partner

Partner Gender will update information under Fact Finder>Basic Information>Gender field of partner

Partner Occupation will update information under Fact Finder>Basic Information>Occupation of partner

Partner Driver License will add information under Fact Finder>Basic Information>Driver's Licence of partner

Partner Marital Status will update information under Fact Finder>Basic Information>Marital Status of partner

Centrelink Number will add information under Fact Finder>Basic Information>Centrelink No. of partner section

Partner Place Of Birth will add information under Fact Finder>Basic Information>Place of Birth of partner

Partner Job Title will update information under Fact Finder>Basic Information>Job Title of partner

Partner Employment Status will add information under Fact Finder>Basic Information>Employment Status of partner

To be mapped with Fact Finder>Contact Details>Phone (H) field of client

To be mapped with Fact Finder>Contact Details>Phone (M) field of client

To be mapped with Fact Finder>Contact Details>Phone (W) field of client

To be mapped with Fact Finder>Contact Details>Email (W) field of client

To be mapped with Fact Finder>Contact Details>Email (H) field of client

To be mapped with Fact Finder>Contact Details>Fax field of client

To be mapped with Fact Finder>Contact Details>Home Address>Line 1 field of client

To be mapped with Fact Finder>Contact Details>Home Address>Line 2 field of client

To be mapped with Fact Finder>Contact Details>Home Address>Suburb field of client

To be mapped with Fact Finder>Contact Details>Home Address>State field of client

To be mapped with Fact Finder>Contact Details>Home Address>Post Code field of client

To be mapped with Fact Finder>Contact Details>Home Address>Country field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>Line 1 field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>Line 2 field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>Suburb field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>State field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>Post Code field of client

To be mapped with Fact Finder>Contact Details>Mailing Address>Country field of client

To be mapped with Fact Finder>Contact Details>Work Address>Line 1 field of client

To be mapped with Fact Finder>Contact Details>Work Address>Line 2 field of client

To be mapped with Fact Finder>Contact Details>Work Address>Suburb field of client

To be mapped with Fact Finder>Contact Details>Work Address>State field of client

To be mapped with Fact Finder>Contact Details>Work Address>Post Code field of client

To be mapped with Fact Finder>Contact Details>Work Address>Country field of client

To be mapped with Fact Finder>Contact Details>Other Address>Line 1 field of client

To be mapped with Fact Finder>Contact Details>Other Address>Line 2 field of client

To be mapped with Fact Finder>Contact Details>Other Address>Suburb field of client

To be mapped with Fact Finder>Contact Details>Other Address>State field of client

To be mapped with Fact Finder>Contact Details>Other Address>Post Code field of client

To be mapped with Fact Finder>Contact Details>Other Address>Country field of client

To be mapped with Fact Finder>Contact Details>Social Networking>Facebook field of partner

To be mapped with Fact Finder>Contact Details>Social Networking>Skype field of partner

To be mapped with Fact Finder>Contact Details>Social Networking>LinkedIn field of partner

To be mapped with Fact Finder>Social Networking>Twitter field of partner

To be mapped with Fact Finder>Social Networking>Website field of partner

To be mapped with FactFinder>Contact Details>Options>Dropbox HyperLink

AdlId which can be fetched from Client Search section of AdviserLogic

Dependant last Name which will be saved under Dependant section

relationType like Son, Brother, Sister etc.

AdlClientId which can be fetched from Client Search

ADLClientId can be fetched from Client Search Section

Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema

AdviserLogic Fact Finder

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

AdviserLogic Fact Finder Integrations

AdviserLogic Fact Finder Help & Support

About AdviserLogic Fact Finder

Related categories

Similar apps

Zapier Interfaces