AdviserLogic Fact Finder Integrations
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Typeform
Forms & Surveys
Google Sheets
Google, Spreadsheets
Microsoft Excel
Microsoft, Spreadsheets
Jotform
Forms & Surveys
Google Forms
Forms & Surveys, Google
Cognito Forms
Forms & Surveys
Google Drive
File Management & Storage, Google
PDFMonkey
Documents
Airtable
Databases
Microsoft Outlook
Email, Microsoft
Keap
CRM (Customer Relationship Management)
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft, PremiumMorningstar AdviserLogic
CRM (Customer Relationship Management)Connect your apps and automate workflows
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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
Scheduled
Action
- AdviserLogic Fact Finder
Edit/Update Basic Information
Scheduled
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
About AdviserLogic Fact Finder
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