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AdviserLogic Fact Finder + Typeform

Add dependant details in AdviserLogic from new Typeform entries

When there is a new Typeform entry, this integration will add dependant details in AdviserLogic Fact Finder automatically.

When there is a new Typeform entry, this integration will add dependant details in AdviserLogic Fact Finder automatically.

  1. When this happens...
    TypeformTypeform
    New Entry

    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
    Try It
    • Form 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)

    Action
    Write
    • Welcome

    Action
    Write
    • 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)

    Action
    Search
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
morningstar-adl-client-onboardin logo
morningstar-adl-client-onboardin logo

About AdviserLogic Fact Finder

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

Related categories

  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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