AdviserLogic Fact Finder Integrations

Do more with AdviserLogic Fact Finder integrations

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Jotform

Forms & Surveys

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Mailchimp

Email Newsletters

Jotform

Forms & Surveys

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Mailchimp

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate AdviserLogic Fact Finder integrations with Zapier's templates

Add health details in AdviserLogic Fact Finder Clients from new Typeform entries
Details
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Typeform + AdviserLogic Fact Finder
Add dependant details in AdviserLogic from new Typeform entries
Details
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Typeform + AdviserLogic Fact Finder
Add Income from Typeform to AdviserLogic FactFinder
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Typeform + AdviserLogic Fact Finder
Create new AdviserLogic Fact Finder clients from new or updated Google Sheets rows
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Google Sheets + AdviserLogic Fact Finder
Add dependant details in AdviserLogic Fact Finder for new form submissions in Paperform
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Paperform + AdviserLogic Fact Finder
Add dependants details in AdviserLogic Fact Finder for new form submissions in Leadpages
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Leadpages + AdviserLogic Fact Finder

Add health details in AdviserLogic Fact Finder Clients from new Typeform entries

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Typeform + AdviserLogic Fact Finder

Add dependant details in AdviserLogic from new Typeform entries

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Typeform + AdviserLogic Fact Finder

Add Income from Typeform to AdviserLogic FactFinder

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Typeform + AdviserLogic Fact Finder

Create new AdviserLogic Fact Finder clients from new or updated Google Sheets rows

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Google Sheets + AdviserLogic Fact Finder

Add dependant details in AdviserLogic Fact Finder for new form submissions in Paperform

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Paperform + AdviserLogic Fact Finder

Add dependants details in AdviserLogic Fact Finder for new form submissions in Leadpages

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Leadpages + AdviserLogic Fact Finder

Add new WPForms entries as incomes in AdviserLogic Fact Finder

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WPForms + AdviserLogic Fact Finder

Create new AdviserLogic Fact Finder contacts from 123FormBuilder form submissions

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123FormBuilder + AdviserLogic Fact Finder

Add new 123FormBuilder forms as incomes in AdviserLogic Fact Finder

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123FormBuilder + AdviserLogic Fact Finder

Add new Formidable Forms entries to AdviserLogic Fact Finder as incomes

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Formidable Forms + AdviserLogic Fact Finder

Create AdviserLogic Fact Finder clients from new Gravity Forms submissions

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Gravity Forms + AdviserLogic Fact Finder

Add new SurveyMonkey responses to AdviserLogic Fact Finder as incomes

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SurveyMonkey + AdviserLogic Fact Finder

Add new WPForms entries as incomes in AdviserLogic Fact Finder
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WPForms + AdviserLogic Fact Finder
Create new AdviserLogic Fact Finder contacts from 123FormBuilder form submissions
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123FormBuilder + AdviserLogic Fact Finder
Add new 123FormBuilder forms as incomes in AdviserLogic Fact Finder
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123FormBuilder + AdviserLogic Fact Finder
Add new Formidable Forms entries to AdviserLogic Fact Finder as incomes
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Formidable Forms + AdviserLogic Fact Finder
Create AdviserLogic Fact Finder clients from new Gravity Forms submissions
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Gravity Forms + AdviserLogic Fact Finder
Add new SurveyMonkey responses to AdviserLogic Fact Finder as incomes
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SurveyMonkey + AdviserLogic Fact Finder

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.

triggers, actions, or triggers and actions

- adlClientID
  Required
Trigger
Polling
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- adlClientID
  Required
Trigger
Polling
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- adlClientID
  Required
Trigger
Polling
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- adlClientID
  Required
Trigger
Polling
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- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
- dependantID
- id
- First Name
- Last Name
- Relation Type
- Date of Birth
- To Age
- Notes
Action
Write
- adlClientID
  Required
- 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
- adlClientID
  Required
- Category
- SubCategory
- 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
- No Of Payments
- No Of Years
- Rate of Return
Action
Write
- adlClientID
  Required
- 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
- Othername
- Bdn Expiry Date
Action
Write
- adlClientID
  Required
- 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
  Required
- Category
- SubCategory
- Description
- Amount
- Frequency
- Recipient
- Taxable
- Exclude From Age Pension
- Payment Type
Action
Write

- adlClientID
  Required
Trigger
Polling
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- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
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Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Trigger
Polling
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- External ID
  Required
- 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
  Required
- 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
- adlClientID
  Required
- 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
  Required
- 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
- adlClientID
  Required
- 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
  Required
- 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
- Notes
- ReferredBy
- Status
Action
Write
- adlClientID
  Required
- 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

About AdviserLogic Fact Finder

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

AdviserLogic Fact Finder Integrations

Do more with AdviserLogic Fact Finder integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate AdviserLogic Fact Finder integrations with Zapier's templates

Add health details in AdviserLogic Fact Finder Clients from new Typeform entries

Add dependant details in AdviserLogic from new Typeform entries

Add Income from Typeform to AdviserLogic FactFinder

Create new AdviserLogic Fact Finder clients from new or updated Google Sheets rows

Add dependant details in AdviserLogic Fact Finder for new form submissions in Paperform

Add dependants details in AdviserLogic Fact Finder for new form submissions in Leadpages

Add health details in AdviserLogic Fact Finder Clients from new Typeform entries

Add dependant details in AdviserLogic from new Typeform entries

Add Income from Typeform to AdviserLogic FactFinder

Create new AdviserLogic Fact Finder clients from new or updated Google Sheets rows

Add dependant details in AdviserLogic Fact Finder for new form submissions in Paperform

Add dependants details in AdviserLogic Fact Finder for new form submissions in Leadpages

Add new WPForms entries as incomes in AdviserLogic Fact Finder

Create new AdviserLogic Fact Finder contacts from 123FormBuilder form submissions

Add new 123FormBuilder forms as incomes in AdviserLogic Fact Finder

Add new Formidable Forms entries to AdviserLogic Fact Finder as incomes

Create AdviserLogic Fact Finder clients from new Gravity Forms submissions

Add new SurveyMonkey responses to AdviserLogic Fact Finder as incomes

Add new WPForms entries as incomes in AdviserLogic Fact Finder

Create new AdviserLogic Fact Finder contacts from 123FormBuilder form submissions

Add new 123FormBuilder forms as incomes in AdviserLogic Fact Finder

Add new Formidable Forms entries to AdviserLogic Fact Finder as incomes

Create AdviserLogic Fact Finder clients from new Gravity Forms submissions

Add new SurveyMonkey responses to AdviserLogic Fact Finder as incomes

Supported triggers and actions

Popular AdviserLogic Fact Finder Integrations

Popular AdviserLogic Fact Finder Integrations