AdviserLogic Fact Finder Integrations
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Popular ways to use AdviserLogic Fact Finder workflows
- Add health details in AdviserLogic Fact Finder Clients from new Typeform entries
Add health details in AdviserLogic Fact Finder Clients from new Typeform entries
- Add dependant details in AdviserLogic from new Typeform entries
Add dependant details in AdviserLogic from new Typeform entries
- Add Income from Typeform to AdviserLogic FactFinder
Add Income from Typeform to AdviserLogic FactFinder
- Get Client Basic InformationGet Basic Information of client saved under AdviserLogic applicationTrigger
- Get Client Contact InformationGet contact information of client saved under Fact Finder-Contact DetailsTrigger
- Get Client Dependant InformationTo get dependant details of client saved under AdviserLogicTrigger
- Get Client Entities DetailsGet entities details of client saved under AdviserLogic applicationTrigger
- Get Client Expense DetailsGet expense details of client saved under AdviserLogic ApplicationTrigger
- Get Client Health InformationTo get health information of client saved under AdviserLogicTrigger
- Get Income Detail of ClientGet Income information of client saved under Fact Finder-IncomeTrigger
- Get Client Superfund DetailsGet Superfund details of client saved under Superannuation section of AdviserLogicTrigger
- AdviserLogic Fact Finder
Add/Edit Basic information of client in AdviserLogic Application
Scheduled
Action
- AdviserLogic Fact Finder
To add Dependants under client
Scheduled
Action
- AdviserLogic Fact Finder
To add Entities under client
Scheduled
Action
- AdviserLogic Fact Finder
To add Expense under client
Scheduled
Action
- AdviserLogic Fact Finder
Add Health Details under Fact Finder
Scheduled
Action
- AdviserLogic Fact Finder
To add Income under client
Scheduled
Action
- AdviserLogic Fact Finder
To add Insurance under client
Scheduled
Action
- AdviserLogic Fact Finder
To add Superfund under client
Scheduled
Action
- AdviserLogic Fact Finder
Add/Edit Basic information of partner in AdviserLogic Application
Scheduled
Action
- AdviserLogic Fact Finder
Add Contact Details of Client and Partner
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Action
- AdviserLogic Fact Finder
Edit/Update Basic Information
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Action
- AdviserLogic Fact Finder
Edit Contact Details of the Client saved in AdviserLogic application.
Scheduled
Action
- AdviserLogic Fact Finder
To edit Expense under client
Scheduled
Action
- AdviserLogic Fact Finder
To edit/update Income Details
Scheduled
Action
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