Add new Typeform entries to AdviserLogic Fact Finder as client basic information
Streamline your workflow by easily transferring new entries from Typeform directly to your AdviserLogic Fact Finder app. This automation rapidly inputs basic client details into AdviserLogic, ensuring you never miss an essential piece of information. It solves the problem of data duplication and saves you ample time for other meaningful tasks.
Streamline your workflow by easily transferring new entries from Typeform directly to your AdviserLogic Fact Finder app. This automation rapidly inputs basic client details into AdviserLogic, ensuring you never miss an essential piece of information. It solves the problem of data duplication and saves you ample time for other meaningful tasks.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Client Basic Information
Add/Edit Basic information of client in AdviserLogic Application
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AgentRequired
Try Ittitle of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
adlClientIDRequired
Try It





