AdviserLogic Fact Finder + Qualtrics

Create AdviserLogic Fact Finder dependant details from new Qualtrics survey responses

Effortlessly maintain up-to-date client information with this seamless integration between Qualtrics and AdviserLogic Fact Finder. When a new survey response is received in Qualtrics, the dependants' details are instantly updated in AdviserLogic Fact Finder, ensuring accurate and consistent data across platforms. Save time and enhance efficiency with this streamlined workflow.

When this happens...
New Survey Response
Triggers when a new response for a survey is received.
TriggerPolling
automatically do this!
Add Dependants Details
To add Dependants under client
ActionWrite

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Supported triggers and actions

- SurveyRequired
Trigger
Polling
Try It
- Mailing ListRequired
- Recipient First Name
- Recipient Last Name
- Recipient Email AddressRequired
- Phone Number
- Embedded Data
- External Reference
- SurveyRequired
- Email From NameRequired
- Reply To Email
- Message SubjectRequired
- MessageRequired
- Sending Delay
Action
Write
- adlClientIDRequired
Trigger
Polling
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- adlClientIDRequired
Trigger
Polling
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- adlClientIDRequired
Trigger
Polling
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- adlClientIDRequired
Trigger
Polling
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- adlClientIDRequired
Trigger
Polling
Try It

- ADL ClientIDRequired
- 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
- adlClientIDRequired
- 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 IDRequired
- 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

- Mailing ListRequired
- Contact First Name
- Contact Last Name
- Contact Email Address
- Phone Number
- Embedded Data
- External Reference
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- adlClientIDRequired
Trigger
Polling
Try It
- adlClientID
Trigger
Polling
Try It
- adlClientIDRequired
Trigger
Polling
Try It
Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Trigger
Polling
Try It
- External IDRequired
- 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
- adlClientIDRequired
- 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
- adlClientIDRequired
- 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

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

About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

Related Zap Templates

Add income for new Qualtrics survey responses in AdviserLogic Fact Finder

Related Zap Templates

Add income for new Qualtrics survey responses in AdviserLogic Fact Finder

AdviserLogic Fact Finder + Qualtrics

Create AdviserLogic Fact Finder dependant details from new Qualtrics survey responses

Supported triggers and actions

New Survey Response

Distribute Survey via Email

Get Client Basic Information by ADLID

Get Client Dependant Information

Get Client Expense Details

Get Income Detail of Client

Get Client Superfund Details

Add Dependants Details

Add Expense

Add Income

Add Superfund

Add Contact Details

Edit Client Contact Details

Edit/Update Income Details

Create or Update Contact

API Request (Beta)

Get Client Contact Information

Get Client Entities Details

Get Client Health Information

Get Client Basic Information

Client Basic Information

Add Entities

Add Health Details

Add Insurance

Add Partner Basic Information

Edit/Update Client Basic Information

Edit Expense

About AdviserLogic Fact Finder

Related categories

Similar apps

Zapier Interfaces

About Qualtrics

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates