Add new SurveyMonkey responses to AdviserLogic Fact Finder as incomes
Effortlessly transfer SurveyMonkey responses to AdviserLogic Fact Finder with this seamless workflow. When a new response is submitted in SurveyMonkey, the relevant income information will be added to the AdviserLogic Fact Finder app. Keep your client data up-to-date and make your financial planning process more efficient with this automation.
Effortlessly transfer SurveyMonkey responses to AdviserLogic Fact Finder with this seamless workflow. When a new response is submitted in SurveyMonkey, the relevant income information will be added to the AdviserLogic Fact Finder app. Keep your client data up-to-date and make your financial planning process more efficient with this automation.
- When this happens...New Response Notification With Answers
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
- automatically do this!Add Income
To add Income under client
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