AdviserLogic Fact Finder + OptinMonster

AdviserLogic Fact Finder + OptinMonster integrations

Add income in AdviserLogic Fact Finder for new leads in OptinMonster

Effortlessly streamline your lead management process with this workflow that connects OptinMonster and AdviserLogic Fact Finder. When a new lead is captured in OptinMonster, their information will be seamlessly added as income data in the AdviserLogic Fact Finder app, ensuring all your lead's financial details are organized and easily accessible. Enhance your lead nurturing strategy and save valuable time with this efficient automation.

When this happens...
New LeadTriggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Add IncomeTo add Income under client
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with OptinMonster and AdviserLogic Fact Finder

Discover other triggers and actions you can use with OptinMonster and AdviserLogic Fact Finder

- Campaign
  Required
- Integration Display Name
Trigger
Instant
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Trigger
Polling
Try It

- 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
- 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
- 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
- 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

- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- adlClientID
  Required
Trigger
Polling
Try It
- ADL ClientID
  Required
- 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
- adlClientID
  Required
- 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 ID
  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
- Category
- Sub Category
- Description
- Amount
- Frequency
- Recipient
- Taxable
- Exclude From Age Pension
- Payment Type
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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

BDOW (FKA Sumo)

Marketing

Hello Bar

Marketing Automation

Zapier Forms

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

Related Zap Templates

Add dependants details in AdviserLogic Fact Finder for new OptinMonster leads

Related Zap Templates

Add dependants details in AdviserLogic Fact Finder for new OptinMonster leads