New Client Onboarding

“Anytime a new form response is created in Google Forms, client basic information in AdviserLogic Fact Finder.”

created by Lanie Worsley

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 2 steps …

1 minute to set up
Get back 1.2 hrs /week
3 people use this app pairing

This Zap uses the following 2 apps

Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
AdviserLogic Fact Finder
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema

Google Forms + AdviserLogic Fact Finder

Check out all the other ways you can connect Google Forms and AdviserLogic Fact Finder.