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.
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.
- automatically do this!Add Dependants Details
To add Dependants under client
- Free forever for core features
- 14 day trial for premium features & apps
SurveyRequired
Try ItMailing 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
adlClientIDRequired
Try ItadlClientIDRequired
Try It