Loading

AdviserLogic Fact Finder + WPForms

Add new WPForms entries as incomes in AdviserLogic Fact Finder

Easily track income information from your WPForms submissions with this seamless automation. Once set up, each time a new form entry is submitted in WPForms, the information will be added to the AdviserLogic Fact Finder app as income data. This workflow helps you efficiently manage your financial records without the need for manual data entry, leaving you more time to focus on providing expert advice and growing your business.

Easily track income information from your WPForms submissions with this seamless automation. Once set up, each time a new form entry is submitted in WPForms, the information will be added to the AdviserLogic Fact Finder app as income data. This workflow helps you efficiently manage your financial records without the need for manual data entry, leaving you more time to focus on providing expert advice and growing your business.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    AdviserLogic Fact FinderAdviserLogic Fact Finder
    Add Income

    To add Income under client

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientID

    Trigger
    Scheduled
    Try It
    • 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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related categories

Similar apps

Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
Formidable Forms integrationsFormidable Forms integrations

Formidable Forms

Forms & Surveys, WordPress
123FormBuilder integrations123FormBuilder integrations

123FormBuilder

Forms & Surveys