AdviserLogic Fact Finder and Salesflare
How to connect AdviserLogic Fact Finder
- Via Zapier — 23 operations available. Set it up ↗
About AdviserLogic Fact Finder
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema
AdviserLogic Fact Finder operations on Zapier
Triggers (9)
Start a workflow when this happens
- Get Client Basic Information — Get Basic Information of client saved under AdviserLogic application
- Get Client Basic Information by ADLID — Get Basic Information of client saved under AdviserLogic application
- Get Client Contact Information — Get contact information of client saved under Fact Finder-Contact Details
- Get Client Dependant Information — To get dependant details of client saved under AdviserLogic
- Get Client Entities Details — Get entities details of client saved under AdviserLogic application
Show 4 more triggers
- Get Client Expense Details — Get expense details of client saved under AdviserLogic Application
- Get Client Health Information — To get health information of client saved under AdviserLogic
- Get Client Superfund Details — Get Superfund details of client saved under Superannuation section of AdviserLogic
- Get Income Detail of Client — Get Income information of client saved under Fact Finder-Income
Actions (14)
Things Salesflare can make it do
- Add Contact Details — Add Contact Details of Client and Partner
- Add Dependants Details — To add Dependants under client
- Add Entities — To add Entities under client
- Add Expense — To add Expense under client
- Add Health Details — Add Health Details under Fact Finder
Show 9 more actions
- Add Income — To add Income under client
- Add Insurance — To add Insurance under client
- Add Partner Basic Information — Add/Edit Basic information of partner in AdviserLogic Application
- Add Superfund — To add Superfund under client
- Client Basic Information — Add/Edit Basic information of client in AdviserLogic Application
- Edit Client Contact Details — Edit Contact Details of the Client saved in AdviserLogic application.
- Edit Expense — To edit Expense under client
- Edit/Update Client Basic Information — Edit/Update Basic Information
- Edit/Update Income Details — To edit/update Income Details
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