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AdviserLogic Fact Finder + Paperform

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

Effortlessly compile and manage client information with this Paperform to AdviserLogic Fact Finder automation. When a new form submission is received on Paperform, this workflow seamlessly adds the dependants' details to AdviserLogic Fact Finder, ensuring accurate and up-to-date records. Save time and reduce manual data entry, so you can focus on providing top-notch financial advice.

Effortlessly compile and manage client information with this Paperform to AdviserLogic Fact Finder automation. When a new form submission is received on Paperform, this workflow seamlessly adds the dependants' details to AdviserLogic Fact Finder, ensuring accurate and up-to-date records. Save time and reduce manual data entry, so you can focus on providing top-notch financial advice.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    AdviserLogic Fact FinderAdviserLogic Fact Finder
    Add Dependants Details

    To add Dependants under client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientID

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
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About AdviserLogic Fact Finder

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

  • CRM (Customer Relationship Management)

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